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 | $159,421 | $98,750+61.4% | $149,696+6.5% | $79,858+99.6% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 14.13% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,001 | $5,680-47.2% | $6,842-56.1% | $3,740-19.8% |
| Admin fee / account holder | $2,157 | $6,053-64.4% | $9,309-76.8% | $5,306-59.3% |