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 | $23,314 | $84,233-72.3% | $170,442-86.3% | $70,131-66.8% |
| Participation rate | 83.8% | 70.8%+13.0pp | 83.6%+0.2pp | 69.5%+14.3pp |
| Annual return | 28.74% | 23.06%+5.7pp | 205.93%-177.2pp | 73.14%-44.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,290 | $3,086+201.1% | $4,939+88.1% | $3,332+178.8% |
| Admin fee / account holder | $302 | $5,698-94.7% | $13,880-97.8% | $4,645-93.5% |