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 | $18,501 | $77,899-76.2% | $149,673-87.6% | $75,163-75.4% |
| Participation rate | 75.4% | 65.6%+9.8pp | 78.8%-3.4pp | 67.2%+8.2pp |
| Annual return | 13.80% | 31.72%-17.9pp | 134.42%-120.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,894 | $3,411-44.5% | $5,680-66.7% | $4,125-54.1% |
| Admin fee / account holder | $571 | $5,956-90.4% | $13,210-95.7% | $5,651-89.9% |