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 | $126,644 | $78,422+61.5% | $95,952+32.0% | $79,858+58.6% |
| Participation rate | 73.1% | 73.5%-0.4pp | 77.1%-4.0pp | 69.6%+3.4pp |
| Annual return | 17.03% | 19.37%-2.3pp | 91.61%-74.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,632 | $3,440-23.5% | $4,167-36.8% | $3,740-29.6% |
| Admin fee / account holder | $1,486 | $5,622-73.6% | $6,795-78.1% | $5,306-72.0% |