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 | $30,079 | $72,492-58.5% | $87,100-65.5% | $72,985-58.8% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.9%+11.8pp | 69.5%+19.2pp |
| Annual return | 29.21% | 24.46%+4.7pp | 28.19%+1.0pp | 81.00%-51.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,251 | $3,270+91.2% | $4,049+54.4% | $3,607+73.3% |
| Admin fee / account holder | $4,959 | $5,055-1.9% | $7,497-33.9% | $5,124-3.2% |