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 | $71,498 | $51,175+39.7% | $70,515+1.4% | $75,163-4.9% |
| Participation rate | 75.9% | 60.9%+14.9pp | 68.3%+7.5pp | 67.2%+8.7pp |
| Annual return | 13.62% | 30.02%-16.4pp | 32.77%-19.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,385 | $2,849+53.9% | $4,567-4.0% | $4,125+6.3% |
| Admin fee / account holder | $7,099 | $4,091+73.6% | $6,412+10.7% | $5,651+25.6% |