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 | $37,190 | $86,929-57.2% | $102,423-63.7% | $80,856-54.0% |
| Participation rate | 80.5% | 72.4%+8.1pp | 76.5%+4.0pp | 67.6%+12.8pp |
| Annual return | 11.67% | 18.88%-7.2pp | 29.32%-17.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,875 | $4,118-30.2% | $5,053-43.1% | $4,296-33.1% |
| Admin fee / account holder | $1,263 | $8,049-84.3% | $9,451-86.6% | $6,918-81.7% |