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 | $33,941 | $37,426-9.3% | $77,482-56.2% | $79,858-57.5% |
| Participation rate | 95.7% | 41.5%+54.2pp | 54.2%+41.6pp | 69.6%+26.1pp |
| Annual return | 11.32% | 39.70%-28.4pp | 54.79%-43.5pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,731 | $1,260+116.7% | $1,861+46.7% | $3,740-27.0% |
| Admin fee / account holder | $1,285 | $2,504-48.7% | $2,858-55.0% | $5,306-75.8% |