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 | $30,226 | $52,279-42.2% | $89,391-66.2% | $79,858-62.2% |
| Participation rate | 80.5% | 57.5%+22.9pp | 68.0%+12.5pp | 69.6%+10.9pp |
| Annual return | 15.15% | 22.16%-7.0pp | 245.62%-230.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,105 | $2,740+13.3% | $3,890-20.2% | $3,740-17.0% |
| Admin fee / account holder | $854 | $3,356-74.6% | $4,881-82.5% | $5,306-83.9% |