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 | $119,570 | $84,696+41.2% | $75,696+58.0% | $167,490-28.6% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.8%+2.9pp | 82.1%-4.3pp |
| Annual return | 14.92% | 199.36%-184.4pp | 104.53%-89.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,317 | $4,580+16.1% | $3,821+39.1% | $6,341-16.2% |
| Admin fee / account holder | $13,440 | $5,355+151.0% | $3,619+271.4% | $12,309+9.2% |