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 | $36,704 | $68,547-46.5% | $120,354-69.5% | $80,856-54.6% |
| Participation rate | 96.2% | 61.6%+34.6pp | 71.9%+24.2pp | 67.6%+28.5pp |
| Annual return | 13.72% | 23.60%-9.9pp | 107.15%-93.4pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,923 | $2,051-6.3% | $3,463-44.5% | $2,755-30.2% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,991-100.0% | $4,296-100.0% |
| Admin fee / account holder | $528 | $5,732-90.8% | $9,423-94.4% | $6,918-92.4% |