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 | $28,521 | $58,828-51.5% | $77,999-63.4% | $62,891-54.6% |
| Participation rate | 88.7% | 71.1%+17.6pp | 75.5%+13.2pp | 69.3%+19.4pp |
| Annual return | 8.70% | 17.16%-8.5pp | 425.96%-417.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,866 | $2,686-30.5% | $3,497-46.6% | $3,203-41.7% |
| Admin fee / account holder | $2,267 | $4,393-48.4% | $5,480-58.6% | $4,296-47.2% |