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 6-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 | $22,987 | $73,933-68.9% | $96,683-76.2% | $75,163-69.4% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 18.93% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,976 | $3,659+8.7% | $4,878-18.5% | $4,125-3.6% |
| Admin fee / account holder | $1,073 | $5,216-79.4% | $6,730-84.1% | $5,651-81.0% |