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 | $66,436 | $110,257-39.7% | $96,544-31.2% | $139,434-52.4% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 10.38% | 26.32%-15.9pp | 25.84%-15.5pp | 372.94%-362.6pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,961 | $5,548-10.6% | $4,851+2.3% | $6,710-26.1% |
| Admin fee / account holder | $1,495 | $11,591-87.1% | $8,252-81.9% | $11,403-86.9% |