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 | $91,215 | $79,944+14.1% | $98,439-7.3% | $75,163+21.4% |
| Participation rate | 73.5% | 70.4%+3.2pp | 75.2%-1.6pp | 67.2%+6.3pp |
| Annual return | 14.09% | 19.75%-5.7pp | 21.16%-7.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,107 | $3,752-43.8% | $4,738-55.5% | $4,125-48.9% |
| Admin fee / account holder | $2,779 | $6,840-59.4% | $8,948-68.9% | $5,651-50.8% |