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 | $49,224 | $77,899-36.8% | $149,673-67.1% | $75,163-34.5% |
| Participation rate | 70.4% | 65.6%+4.8pp | 78.8%-8.4pp | 67.2%+3.2pp |
| Annual return | 23.18% | 31.72%-8.5pp | 134.42%-111.2pp | 160.62%-137.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,333 | $3,411+202.9% | $5,680+81.9% | $4,125+150.5% |
| Admin fee / account holder | $2,014 | $5,956-66.2% | $13,210-84.8% | $5,651-64.4% |