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 | $43,761 | $93,571-53.2% | $135,903-67.8% | $75,163-41.8% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.9%+16.6pp | 67.2%+31.3pp |
| Annual return | 17.30% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,718 | $6,404-26.3% | $7,758-39.2% | $4,125+14.4% |
| Admin fee / account holder | $3,320 | $6,975-52.4% | $10,762-69.2% | $5,651-41.3% |