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 | $18,247 | $80,717-77.4% | $154,803-88.2% | $84,808-78.5% |
| Participation rate | 85.3% | 66.8%+18.5pp | 78.1%+7.2pp | 68.3%+17.0pp |
| Annual return | 15.91% | 37.96%-22.0pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,587 | $3,303-52.0% | $5,540-71.4% | $4,212-62.3% |
| Admin fee / account holder | $417 | $6,746-93.8% | $14,329-97.1% | $7,344-94.3% |