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 | $87,250 | $53,822+62.1% | $75,696+15.3% | $85,850+1.6% |
| Participation rate | 89.3% | 69.1%+20.2pp | 74.8%+14.4pp | 69.3%+20.0pp |
| Annual return | 18.06% | 24.54%-6.5pp | 104.53%-86.5pp | 318.53%-300.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $16,799 | $2,895+480.2% | $3,821+339.6% | $3,952+325.1% |
| Admin fee / account holder | $6,710 | $3,343+100.7% | $3,619+85.4% | $6,260+7.2% |