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 | $81,279 | $53,777+51.1% | $134,143-39.4% | $79,858+1.8% |
| Participation rate | 83.7% | 58.8%+25.0pp | 72.2%+11.5pp | 69.6%+14.1pp |
| Annual return | 12.24% | 19.01%-6.8pp | 36.33%-24.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,658 | $2,420+216.4% | $3,499+118.9% | $3,740+104.8% |
| Admin fee / account holder | $8,223 | $3,984+106.4% | $6,684+23.0% | $5,306+55.0% |