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 8-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 | $126,897 | $109,359+16.0% | $162,163-21.7% | $72,985+73.9% |
| Participation rate | 74.6% | 84.3%-9.7pp | 87.6%-13.0pp | 69.5%+5.1pp |
| Annual return | 33.14% | 25.46%+7.7pp | 115.59%-82.4pp | 81.00%-47.9pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,629 | $5,481+130.4% | $7,298+73.0% | $3,607+250.1% |
| Admin fee / account holder | $2,770 | $7,972-65.3% | $10,843-74.5% | $5,124-45.9% |