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 | $112,349 | $54,705+105.4% | $71,209+57.8% | $84,808+32.5% |
| Participation rate | 71.8% | 64.1%+7.7pp | 73.8%-2.0pp | 68.3%+3.5pp |
| Annual return | 15.25% | 35.90%-20.6pp | 282.51%-267.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,667 | $3,030+21.0% | $4,175-12.2% | $4,212-12.9% |
| Admin fee / account holder | $11,985 | $4,863+146.4% | $5,349+124.1% | $7,344+63.2% |