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 | $174,844 | $127,777+36.8% | $106,548+64.1% | $167,490+4.4% |
| Participation rate | 91.3% | 78.3%+13.0pp | 76.1%+15.2pp | 82.1%+9.2pp |
| Annual return | 12.26% | 33.87%-21.6pp | 26.80%-14.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,983 | $5,087-61.0% | $4,398-54.9% | $6,341-68.7% |
| Admin fee / account holder | $6,827 | $11,228-39.2% | $7,407-7.8% | $12,309-44.5% |