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 | $68,382 | $185,822-63.2% | $169,993-59.8% | $139,434-51.0% |
| Participation rate | 88.2% | 87.8%+0.5pp | 87.0%+1.2pp | 80.3%+7.9pp |
| Annual return | 13.44% | 60.50%-47.1pp | 53.37%-39.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,624 | $11,622-60.2% | $10,408-55.6% | $6,710-31.1% |
| Admin fee / account holder | $719 | $15,381-95.3% | $12,815-94.4% | $11,403-93.7% |