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 | $142,886 | $109,413+30.6% | $156,263-8.6% | $84,808+68.5% |
| Participation rate | 84.6% | 72.7%+11.9pp | 78.9%+5.7pp | 68.3%+16.3pp |
| Annual return | 16.65% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,463 | $4,590+84.4% | $6,158+37.4% | $4,212+100.9% |
| Admin fee / account holder | $2,996 | $9,357-68.0% | $14,255-79.0% | $7,344-59.2% |