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 | $93,924 | $64,324+46.0% | $118,925-21.0% | $79,858+17.6% |
| Participation rate | 87.9% | 64.9%+23.0pp | 75.4%+12.5pp | 69.6%+18.2pp |
| Annual return | 12.99% | 86.45%-73.5pp | 35.88%-22.9pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,806 | $2,824+70.2% | $4,265+12.7% | $3,740+28.5% |
| Admin fee / account holder | $17,906 | $4,040+343.2% | $6,581+172.1% | $5,306+237.5% |