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 8-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 | $30,405 | $60,892-50.1% | $82,389-63.1% | $84,808-64.1% |
| Participation rate | 87.1% | 63.3%+23.8pp | 69.5%+17.6pp | 68.3%+18.8pp |
| Annual return | 25.75% | 37.29%-11.5pp | 28.67%-2.9pp | 40.90%-15.1pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,828 | $3,179+20.4% | $4,155-7.9% | $4,212-9.1% |
| Admin fee / account holder | $1,566 | $5,467-71.4% | $7,231-78.3% | $7,344-78.7% |