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 | $24,055 | $91,037-73.6% | $71,671-66.4% | $147,584-83.7% |
| Participation rate | 91.7% | 76.1%+15.5pp | 68.7%+22.9pp | 82.8%+8.8pp |
| Annual return | 17.43% | 20.48%-3.0pp | 20.65%-3.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,485 | $4,498-22.5% | $3,438+1.4% | $5,439-35.9% |
| Admin fee / account holder | $1,207 | $8,613-86.0% | $5,558-78.3% | $10,885-88.9% |