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 | $129,258 | $77,634+66.5% | $156,549-17.4% | $62,891+105.5% |
| Participation rate | 88.5% | 71.2%+17.3pp | 84.0%+4.4pp | 69.3%+19.2pp |
| Annual return | 9.86% | 50.32%-40.5pp | 32.23%-22.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,347 | $3,045-22.9% | $4,871-51.8% | $3,203-26.7% |
| Admin fee / account holder | $3,525 | $5,561-36.6% | $13,027-72.9% | $4,296-17.9% |