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 | $59,534 | $63,861-6.8% | $104,607-43.1% | $79,858-25.4% |
| Participation rate | 77.8% | 64.9%+12.9pp | 74.1%+3.7pp | 69.6%+8.1pp |
| Annual return | 11.16% | 21.30%-10.1pp | 340.46%-329.3pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,505 | $2,693-7.0% | $3,740-33.0% | $3,740-33.0% |
| Admin fee / account holder | $2,788 | $4,185-33.4% | $6,473-56.9% | $5,306-47.5% |