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 | $25,796 | $61,789-58.3% | $97,167-73.5% | $80,874-68.1% |
| Participation rate | 88.0% | 63.5%+24.5pp | 72.7%+15.3pp | 67.6%+20.4pp |
| Annual return | 13.30% | -557.90%+571.2pp | 75.27%-62.0pp | 35.62%-22.3pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,270 | $3,028+8.0% | $4,264-23.3% | $4,297-23.9% |
| Admin fee / account holder | $1,065 | $5,168-79.4% | $5,650-81.2% | $6,935-84.6% |