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 | $185,374 | $112,096+65.4% | $95,952+93.2% | $158,922+16.6% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 14.25% | 171.09%-156.8pp | 91.61%-77.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,071 | $3,198-35.2% | $2,541-18.5% | $4,761-56.5% |
| Participant deferral / active EE | $3,439 | $4,784-28.1% | $4,167-17.5% | $5,982-42.5% |
| Admin fee / account holder | $5,436 | $10,130-46.3% | $6,795-20.0% | $11,246-51.7% |