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 | $122,492 | $89,753+36.5% | $107,525+13.9% | $84,808+44.4% |
| Participation rate | 94.5% | 68.1%+26.5pp | 75.1%+19.5pp | 68.3%+26.2pp |
| Annual return | 19.17% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,026 | $4,056+245.8% | $5,116+174.2% | $4,212+233.0% |
| Admin fee / account holder | $10,713 | $7,222+48.3% | $8,919+20.1% | $7,344+45.9% |