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 | $29,092 | $71,050-59.1% | $93,606-68.9% | $80,856-64.0% |
| Participation rate | 98.4% | 60.4%+38.0pp | 68.7%+29.7pp | 67.6%+30.8pp |
| Annual return | 14.83% | 11.26%+3.6pp | 133.20%-118.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,633 | $4,034-59.5% | $4,411-63.0% | $4,296-62.0% |
| Admin fee / account holder | $2,179 | $6,945-68.6% | $8,285-73.7% | $6,918-68.5% |