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 | $39,018 | $101,069-61.4% | $81,478-52.1% | $147,584-73.6% |
| Participation rate | 82.4% | 74.5%+7.9pp | 68.0%+14.4pp | 82.8%-0.5pp |
| Annual return | 14.18% | 32.40%-18.2pp | 38.78%-24.6pp | 578.55%-564.4pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,390 | $4,242-67.2% | $3,537-60.7% | $5,439-74.4% |
| Admin fee / account holder | $438 | $5,812-92.5% | $4,561-90.4% | $10,885-96.0% |