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 | $202,761 | $95,416+112.5% | $185,823+9.1% | $85,850+136.2% |
| Participation rate | 73.1% | 68.8%+4.3pp | 81.7%-8.6pp | 69.3%+3.8pp |
| Annual return | 15.48% | 23.59%-8.1pp | 122.05%-106.6pp | 318.53%-303.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,697 | $3,423-21.2% | $5,568-51.6% | $3,952-31.8% |
| Admin fee / account holder | $619 | $7,213-91.4% | $16,237-96.2% | $6,260-90.1% |