See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,095 | $70,428-20.4% | $96,562-41.9% | $85,850-34.7% |
| Participation rate | 92.5% | 61.8%+30.7pp | 69.8%+22.7pp | 69.3%+23.2pp |
| Annual return | 31.28% | 18.59%+12.7pp | 37.78%-6.5pp | 318.53%-287.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,656 | $2,894-42.8% | $3,849-57.0% | $3,952-58.1% |
| Admin fee / account holder | $4,758 | $4,997-4.8% | $6,181-23.0% | $6,260-24.0% |