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 | $167,649 | $85,202+96.8% | $172,739-2.9% | $72,985+129.7% |
| Participation rate | 78.3% | 70.1%+8.2pp | 82.6%-4.4pp | 69.5%+8.8pp |
| Annual return | 17.45% | 27.32%-9.9pp | 802.84%-785.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,828 | $3,260+48.1% | $5,198-7.1% | $3,607+33.8% |
| Admin fee / account holder | $3,223 | $5,884-45.2% | $13,954-76.9% | $5,124-37.1% |