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 | $15,710 | $85,202-81.6% | $172,739-90.9% | $72,985-78.5% |
| Participation rate | 84.8% | 70.1%+14.8pp | 82.6%+2.2pp | 69.5%+15.4pp |
| Annual return | 17.49% | 27.32%-9.8pp | 802.84%-785.4pp | 81.00%-63.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,015 | $3,260-38.2% | $5,198-61.2% | $3,607-44.1% |
| Admin fee / account holder | $1,783 | $5,884-69.7% | $13,954-87.2% | $5,124-65.2% |