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 | $108,719 | $102,616+5.9% | $81,983+32.6% | $158,922-31.6% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.2%+2.2pp | 82.0%-10.5pp |
| Annual return | 12.71% | 61.04%-48.3pp | 41.31%-28.6pp | 302.83%-290.1pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,847 | $4,648-17.2% | $3,722+3.3% | $5,982-35.7% |
| Admin fee / account holder | $2,582 | $8,235-68.6% | $5,664-54.4% | $11,246-77.0% |