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 | $31,116 | $64,839-52.0% | $95,585-67.4% | $84,808-63.3% |
| Participation rate | 71.0% | 63.8%+7.1pp | 72.1%-1.1pp | 68.3%+2.7pp |
| Annual return | 13.28% | -670.96%+684.2pp | 38.56%-25.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,627 | $2,965-11.4% | $4,023-34.7% | $4,212-37.6% |
| Admin fee / account holder | $3,031 | $5,964-49.2% | $6,127-50.5% | $7,344-58.7% |