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 | $107,205 | $72,012+48.9% | $185,823-42.3% | $79,858+34.2% |
| Participation rate | 87.1% | 65.8%+21.3pp | 78.0%+9.1pp | 69.6%+17.5pp |
| Annual return | 12.43% | 23.12%-10.7pp | 35.95%-23.5pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,817 | $3,779+80.4% | $5,632+21.0% | $3,740+82.3% |
| Admin fee / account holder | $17,205 | $4,513+281.3% | $9,500+81.1% | $5,306+224.2% |