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 | $98,198 | $52,580+86.8% | $71,671+37.0% | $70,131+40.0% |
| Participation rate | 74.2% | 60.9%+13.4pp | 68.7%+5.5pp | 69.5%+4.7pp |
| Annual return | 16.65% | 20.25%-3.6pp | 20.65%-4.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,985 | $2,386-16.8% | $3,438-42.3% | $3,332-40.4% |
| Admin fee / account holder | $13,255 | $3,653+262.9% | $5,558+138.5% | $4,645+185.3% |