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 | $88,615 | $107,015-17.2% | $73,545+20.5% | $147,584-40.0% |
| Participation rate | 70.6% | 66.4%+4.2pp | 54.9%+15.7pp | 82.8%-12.2pp |
| Annual return | 16.79% | 38.25%-21.5pp | -15.16%+32.0pp | 578.55%-561.8pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,082 | $2,462-15.4% | $1,806+15.3% | $5,439-61.7% |
| Admin fee / account holder | $8,317 | $3,055+172.2% | $2,320+258.5% | $10,885-23.6% |