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 | $128,709 | $93,571+37.6% | $135,903-5.3% | $75,163+71.2% |
| Participation rate | 70.6% | 75.2%-4.6pp | 81.9%-11.3pp | 67.2%+3.4pp |
| Annual return | 18.15% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,110 | $6,404-35.8% | $7,758-47.0% | $4,125-0.4% |
| Admin fee / account holder | $11,862 | $6,975+70.1% | $10,762+10.2% | $5,651+109.9% |