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 | $80,787 | $72,404+11.6% | $110,238-26.7% | $64,186+25.9% |
| Participation rate | 87.2% | 73.3%+13.9pp | 79.8%+7.4pp | 69.6%+17.7pp |
| Annual return | 1.09% | -6.29%+7.4pp | 314.74%-313.7pp | 7.63%-6.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,971 | $3,469-43.2% | $4,672-57.8% | $3,470-43.2% |
| Admin fee / account holder | $2,023 | $5,664-64.3% | $8,547-76.3% | $4,888-58.6% |