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 | $55,678 | $65,365-14.8% | $92,893-40.1% | $72,985-23.7% |
| Participation rate | 81.8% | 68.3%+13.5pp | 76.0%+5.8pp | 69.5%+12.3pp |
| Annual return | 20.92% | 42.10%-21.2pp | 109.41%-88.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,945 | $3,128-37.8% | $4,236-54.1% | $3,607-46.1% |
| Admin fee / account holder | $2,135 | $4,251-49.8% | $5,794-63.1% | $5,124-58.3% |