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 | $20,926 | $117,983-82.3% | $101,794-79.4% | $142,382-85.3% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.2%+24.9pp | 80.1%+14.0pp |
| Annual return | 20.65% | 36.92%-16.3pp | 30.53%-9.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,628 | $4,714-23.0% | $4,084-11.2% | $6,507-44.2% |
| Admin fee / account holder | $2,510 | $10,433-75.9% | $8,777-71.4% | $12,624-80.1% |