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 | $81,374 | $78,705+3.4% | $117,854-31.0% | $70,131+16.0% |
| Participation rate | 93.4% | 73.2%+20.2pp | 79.7%+13.8pp | 69.5%+23.9pp |
| Annual return | 13.94% | 23.30%-9.4pp | 335.08%-321.1pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,308 | $3,297-30.0% | $4,482-48.5% | $3,332-30.7% |
| Admin fee / account holder | $11,380 | $5,065+124.7% | $8,020+41.9% | $4,645+145.0% |