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 | $36,607 | $93,571-60.9% | $135,903-73.1% | $75,163-51.3% |
| Participation rate | 72.4% | 75.2%-2.8pp | 81.9%-9.5pp | 67.2%+5.2pp |
| Annual return | 23.59% | 30.90%-7.3pp | 68.23%-44.6pp | 160.62%-137.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $14,010 | $6,404+118.8% | $7,758+80.6% | $4,125+239.6% |
| Admin fee / account holder | $4,903 | $6,975-29.7% | $10,762-54.4% | $5,651-13.2% |