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 | $23,130 | $54,705-57.7% | $71,209-67.5% | $84,808-72.7% |
| Participation rate | 82.7% | 64.1%+18.6pp | 73.8%+8.9pp | 68.3%+14.4pp |
| Annual return | 14.27% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,906 | $3,030-37.1% | $4,175-54.4% | $4,212-54.7% |
| Admin fee / account holder | $1,282 | $4,863-73.6% | $5,349-76.0% | $7,344-82.5% |