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 | $173,248 | $65,395+164.9% | $182,532-5.1% | $72,985+137.4% |
| Participation rate | 85.2% | 65.4%+19.7pp | 78.0%+7.2pp | 69.5%+15.7pp |
| Annual return | 20.57% | 27.68%-7.1pp | 148.54%-128.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,660 | $3,563+86.9% | $5,524+20.6% | $3,607+84.6% |
| Admin fee / account holder | $3,281 | $4,245-22.7% | $8,592-61.8% | $5,124-36.0% |