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 | $176,444 | $99,985+76.5% | $146,665+20.3% | $85,850+105.5% |
| Participation rate | 84.0% | 73.1%+10.9pp | 80.1%+3.9pp | 69.3%+14.7pp |
| Annual return | 11.74% | 18.93%-7.2pp | 22.74%-11.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,305 | $4,006+57.4% | $5,506+14.5% | $3,952+59.6% |
| Admin fee / account holder | $7,330 | $7,702-4.8% | $10,280-28.7% | $6,260+17.1% |