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 | $94,723 | $154,117-38.5% | $129,995-27.1% | $139,434-32.1% |
| Participation rate | 94.4% | 82.0%+12.5pp | 78.5%+16.0pp | 80.3%+14.1pp |
| Annual return | 15.61% | 32.48%-16.9pp | -137.18%+152.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,887 | $6,710-42.1% | $5,820-33.2% | $6,710-42.1% |
| Admin fee / account holder | $3,000 | $14,007-78.6% | $10,614-71.7% | $11,403-73.7% |