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 | $33,068 | $80,968-59.2% | $96,544-65.7% | $75,163-56.0% |
| Participation rate | 77.5% | 71.8%+5.7pp | 76.0%+1.5pp | 67.2%+10.3pp |
| Annual return | 15.68% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-144.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,737 | $3,928-30.3% | $4,851-43.6% | $4,125-33.6% |
| Admin fee / account holder | $2,104 | $6,724-68.7% | $8,252-74.5% | $5,651-62.8% |