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 | $63,650 | $54,705+16.4% | $71,209-10.6% | $84,808-24.9% |
| Participation rate | 82.1% | 64.1%+18.0pp | 73.8%+8.3pp | 68.3%+13.7pp |
| Annual return | 16.77% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,236 | $3,030+171.8% | $4,175+97.3% | $4,212+95.5% |
| Admin fee / account holder | $724 | $4,863-85.1% | $5,349-86.5% | $7,344-90.1% |