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 | $155,121 | $53,516+189.9% | $126,539+22.6% | $84,808+82.9% |
| Participation rate | 70.8% | 58.2%+12.6pp | 69.8%+1.0pp | 68.3%+2.5pp |
| Annual return | 15.33% | 58.34%-43.0pp | 425.95%-410.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,749 | $2,671+265.1% | $4,083+138.8% | $4,212+131.5% |
| Admin fee / account holder | $1,843 | $4,497-59.0% | $6,065-69.6% | $7,344-74.9% |