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 | $74,517 | $154,117-51.6% | $129,995-42.7% | $139,434-46.6% |
| Participation rate | 78.3% | 82.0%-3.7pp | 78.5%-0.2pp | 80.3%-2.1pp |
| Annual return | 16.85% | 32.48%-15.6pp | -137.18%+154.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,331 | $6,710-5.6% | $5,820+8.8% | $6,710-5.6% |
| Admin fee / account holder | $1,074 | $14,007-92.3% | $10,614-89.9% | $11,403-90.6% |