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 | $131,084 | $90,503+44.8% | $78,689+66.6% | $273,961-52.2% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 8.51% | 75.60%-67.1pp | 62.18%-53.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,714 | $3,901-56.1% | $3,517-51.3% | $5,287-67.6% |
| Admin fee / account holder | $1,296 | $5,263-75.4% | $4,510-71.3% | $10,132-87.2% |