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 | $78,462 | $72,404+8.4% | $110,238-28.8% | $64,186+22.2% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.0pp | 69.6%+8.2pp |
| Annual return | 19.13% | -6.29%+25.4pp | 314.74%-295.6pp | 7.63%+11.5pp |
| Employer contribution / active EE | $3,387 | $2,282+48.4% | $3,826-11.5% | $2,381+42.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,694 | $5,664+18.2% | $8,547-21.7% | $4,888+37.0% |