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 | $47,867 | $116,175-58.8% | $93,606-48.9% | $152,861-68.7% |
| Participation rate | 88.2% | 78.0%+10.2pp | 75.8%+12.4pp | 82.4%+5.8pp |
| Annual return | 22.34% | 35.96%-13.6pp | 32.76%-10.4pp | 345.32%-323.0pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $19,194 | $4,603+317.0% | $4,069+371.7% | $5,850+228.1% |
| Admin fee / account holder | $10,244 | $10,748-4.7% | $7,888+29.9% | $11,596-11.7% |