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 | $72,170 | $89,355-19.2% | $141,162-48.9% | $72,985-1.1% |
| Participation rate | 78.6% | 75.1%+3.5pp | 82.5%-3.9pp | 69.5%+9.1pp |
| Annual return | 24.11% | 111.85%-87.7pp | 71.39%-47.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,880 | $5,418+8.5% | $6,709-12.4% | $3,607+63.0% |
| Admin fee / account holder | $1,766 | $5,958-70.4% | $10,261-82.8% | $5,124-65.5% |