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 | $101,495 | $49,227+106.2% | $70,449+44.1% | $79,858+27.1% |
| Participation rate | 76.9% | 69.2%+7.8pp | 75.1%+1.9pp | 69.6%+7.3pp |
| Annual return | 14.24% | 30.06%-15.8pp | 109.03%-94.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,551 | $2,768+28.3% | $3,709-4.2% | $3,740-5.1% |
| Admin fee / account holder | $2,683 | $2,878-6.8% | $3,845-30.2% | $5,306-49.4% |