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 | $74,194 | $149,734-50.4% | $118,925-37.6% | $158,922-53.3% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.8pp |
| Annual return | 16.13% | 19.95%-3.8pp | 35.88%-19.8pp | 302.83%-286.7pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,507 | $5,223-13.7% | $4,265+5.7% | $5,982-24.7% |
| Admin fee / account holder | $5,510 | $8,603-36.0% | $6,581-16.3% | $11,246-51.0% |