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 | $182,463 | $116,175+57.1% | $93,606+94.9% | $152,861+19.4% |
| Participation rate | 76.2% | 78.0%-1.9pp | 75.8%+0.4pp | 82.4%-6.3pp |
| Annual return | 26.52% | 35.96%-9.4pp | 32.76%-6.2pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,694 | $3,218-16.3% | $2,718-0.9% | $4,762-43.4% |
| Participant deferral / active EE | $4,859 | $4,603+5.5% | $4,069+19.4% | $5,850-16.9% |
| Admin fee / account holder | $11,379 | $10,748+5.9% | $7,888+44.2% | $11,596-1.9% |