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 | $109,928 | $85,202+29.0% | $172,739-36.4% | $72,985+50.6% |
| Participation rate | 76.7% | 70.1%+6.6pp | 82.6%-6.0pp | 69.5%+7.2pp |
| Annual return | 23.48% | 27.32%-3.8pp | 802.84%-779.4pp | 81.00%-57.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,063 | $3,260+55.3% | $5,198-2.6% | $3,607+40.4% |
| Admin fee / account holder | $15,647 | $5,884+165.9% | $13,954+12.1% | $5,124+205.4% |