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 | $120,046 | $79,449+51.1% | $189,557-36.7% | $85,850+39.8% |
| Participation rate | 88.9% | 66.0%+22.9pp | 78.4%+10.4pp | 69.3%+19.6pp |
| Annual return | 13.90% | 18.45%-4.5pp | 64.17%-50.3pp | 318.53%-304.6pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,532 | $4,051+85.9% | $6,174+22.0% | $3,952+90.6% |
| Admin fee / account holder | $4,685 | $5,377-12.9% | $9,807-52.2% | $6,260-25.2% |