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 | $38,361 | $93,571-59.0% | $135,903-71.8% | $75,163-49.0% |
| Participation rate | 79.6% | 75.2%+4.4pp | 81.9%-2.3pp | 67.2%+12.4pp |
| Annual return | 17.85% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,347 | $6,404-32.1% | $7,758-44.0% | $4,125+5.4% |
| Admin fee / account holder | $1,235 | $6,975-82.3% | $10,762-88.5% | $5,651-78.2% |