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 | $176,281 | $112,096+57.3% | $95,952+83.7% | $158,922+10.9% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 9.65% | 171.09%-161.4pp | 91.61%-82.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $2,056 | $3,198-35.7% | $2,541-19.1% | $4,761-56.8% |
| Participant deferral / active EE | $10,607 | $4,784+121.7% | $4,167+154.5% | $5,982+77.3% |
| Admin fee / account holder | $10,258 | $10,130+1.3% | $6,795+51.0% | $11,246-8.8% |