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 | $176,946 | $127,777+38.5% | $106,548+66.1% | $167,490+5.6% |
| Participation rate | 91.3% | 78.3%+13.0pp | 76.1%+15.2pp | 82.1%+9.2pp |
| Annual return | 16.71% | 33.87%-17.2pp | 26.80%-10.1pp | 478.56%-461.8pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,110 | $5,087-19.2% | $4,398-6.6% | $6,341-35.2% |
| Admin fee / account holder | $2,970 | $11,228-73.5% | $7,407-59.9% | $12,309-75.9% |