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 | $133,293 | $109,881+21.3% | $150,045-11.2% | $84,808+57.2% |
| Participation rate | 74.3% | 76.1%-1.8pp | 82.3%-8.0pp | 68.3%+6.0pp |
| Annual return | 17.28% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,887 | $6,636+18.9% | $7,997-1.4% | $4,212+87.3% |
| Admin fee / account holder | $2,339 | $8,568-72.7% | $13,435-82.6% | $7,344-68.1% |