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 | $135,222 | $123,793+9.2% | $177,821-24.0% | $79,858+69.3% |
| Participation rate | 81.5% | 84.7%-3.2pp | 87.7%-6.2pp | 69.6%+11.8pp |
| Annual return | 17.39% | 22.82%-5.4pp | 48.32%-30.9pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $21,047 | $5,956+253.4% | $7,714+172.8% | $3,740+462.7% |
| Admin fee / account holder | $20,150 | $7,243+178.2% | $12,427+62.1% | $5,306+279.7% |