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 | $29,954 | $93,071-67.8% | $74,583-59.8% | $273,961-89.1% |
| Participation rate | 84.2% | 74.9%+9.3pp | 68.1%+16.1pp | 83.0%+1.2pp |
| Annual return | 7.80% | 26.18%-18.4pp | 20.47%-12.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $847 | $4,160-79.6% | $3,458-75.5% | $5,287-84.0% |
| Admin fee / account holder | $515 | $5,272-90.2% | $4,138-87.6% | $10,132-94.9% |