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 | $131,851 | $97,125+35.8% | $86,233+52.9% | $137,256-3.9% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.0%+1.6pp | 80.0%-9.4pp |
| Annual return | 12.46% | 74.19%-61.7pp | 61.39%-48.9pp | 220.34%-207.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,716 | $5,180-47.6% | $4,559-40.4% | $6,407-57.6% |
| Admin fee / account holder | $477 | $9,725-95.1% | $8,342-94.3% | $12,270-96.1% |