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 | $24,047 | $70,428-65.9% | $96,562-75.1% | $85,850-72.0% |
| Participation rate | 71.8% | 61.8%+10.0pp | 69.8%+2.0pp | 69.3%+2.5pp |
| Annual return | 11.48% | 18.59%-7.1pp | 37.78%-26.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,432 | $2,894-16.0% | $3,849-36.8% | $3,952-38.5% |
| Admin fee / account holder | $1,003 | $4,997-79.9% | $6,181-83.8% | $6,260-84.0% |