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 | $175,609 | $112,881+55.6% | $90,951+93.1% | $158,922+10.5% |
| Participation rate | 77.8% | 74.7%+3.0pp | 69.0%+8.8pp | 82.0%-4.2pp |
| Annual return | 17.91% | 215.79%-197.9pp | 134.60%-116.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $954 | $2,893-67.0% | $2,122-55.0% | $4,761-80.0% |
| Participant deferral / active EE | $1,580 | $4,128-61.7% | $3,373-53.2% | $5,982-73.6% |
| Admin fee / account holder | $17,803 | $8,041+121.4% | $5,959+198.8% | $11,246+58.3% |