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 | $177,364 | $115,770+53.2% | $101,248+75.2% | $158,922+11.6% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 8.38% | 56.14%-47.8pp | 46.47%-38.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $3,890 | $4,175-6.8% | $3,660+6.3% | $4,761-18.3% |
| Participant deferral / active EE | $5,702 | $4,957+15.0% | $4,370+30.5% | $5,982-4.7% |
| Admin fee / account holder | $870 | $7,245-88.0% | $5,945-85.4% | $11,246-92.3% |