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 | $41,041 | $109,413-62.5% | $156,263-73.7% | $84,808-51.6% |
| Participation rate | 91.4% | 72.7%+18.7pp | 78.9%+12.5pp | 68.3%+23.1pp |
| Annual return | 13.75% | 20.18%-6.4pp | 59.47%-45.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,134 | $4,590-9.9% | $6,158-32.9% | $4,212-1.9% |
| Admin fee / account holder | $5,851 | $9,357-37.5% | $14,255-59.0% | $7,344-20.3% |