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 | $153,368 | $115,882+32.3% | $100,516+52.6% | $158,922-3.5% |
| Participation rate | 72.7% | 81.6%-8.8pp | 79.4%-6.7pp | 82.0%-9.2pp |
| Annual return | 15.28% | 34.79%-19.5pp | 30.89%-15.6pp | 302.83%-287.6pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $13,090 | $6,674+96.1% | $6,270+108.8% | $5,982+118.8% |
| Admin fee / account holder | $13,113 | $10,995+19.3% | $8,081+62.3% | $11,246+16.6% |