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 | $28,724 | $58,828-51.2% | $77,999-63.2% | $62,891-54.3% |
| Participation rate | 78.0% | 71.1%+6.9pp | 75.5%+2.4pp | 69.3%+8.7pp |
| Annual return | 15.51% | 17.16%-1.6pp | 425.96%-410.5pp | 20.14%-4.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,712 | $2,686-36.3% | $3,497-51.0% | $3,203-46.5% |
| Admin fee / account holder | $1,149 | $4,393-73.8% | $5,480-79.0% | $4,296-73.2% |