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 | $35,268 | $91,190-61.3% | $178,490-80.2% | $79,858-55.8% |
| Participation rate | 77.4% | 69.2%+8.2pp | 81.9%-4.6pp | 69.6%+7.7pp |
| Annual return | 18.09% | 24.19%-6.1pp | 151.07%-133.0pp | 31.71%-13.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,400 | $3,236+5.1% | $5,202-34.6% | $3,740-9.1% |
| Admin fee / account holder | $4,097 | $6,751-39.3% | $13,984-70.7% | $5,306-22.8% |