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 | $27,061 | $57,354-52.8% | $83,848-67.7% | $64,186-57.8% |
| Participation rate | 84.6% | 68.6%+16.0pp | 76.1%+8.5pp | 69.6%+15.0pp |
| Annual return | 7.13% | 11.38%-4.3pp | 850.88%-843.7pp | 7.63%-0.5pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,613 | $2,993-12.7% | $4,082-36.0% | $3,470-24.7% |
| Admin fee / account holder | $1,045 | $4,046-74.2% | $5,478-80.9% | $4,888-78.6% |