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 8-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 | $18,977 | $95,561-80.1% | $77,163-75.4% | $139,434-86.4% |
| Participation rate | 70.0% | 73.9%-3.9pp | 69.6%+0.4pp | 80.3%-10.3pp |
| Annual return | 14.69% | 54.92%-40.2pp | 37.87%-23.2pp | 372.94%-358.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,721 | $4,624-62.8% | $3,833-55.1% | $6,710-74.4% |
| Admin fee / account holder | $1,080 | $8,295-87.0% | $5,472-80.3% | $11,403-90.5% |