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 | $42,599 | $167,483-74.6% | $115,752-63.2% | $147,584-71.1% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 82.8%-11.4pp |
| Annual return | 19.84% | 12.11%+7.7pp | 19.41%+0.4pp | 578.55%-558.7pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,665 | $7,037+37.4% | $5,204+85.7% | $5,439+77.7% |
| Admin fee / account holder | $536 | $13,069-95.9% | $6,278-91.5% | $10,885-95.1% |