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 | $189,310 | $176,377+7.3% | $134,143+41.1% | $158,922+19.1% |
| Participation rate | 72.7% | 78.7%-6.0pp | 72.2%+0.6pp | 82.0%-9.2pp |
| Annual return | 8.47% | 63.63%-55.2pp | 36.33%-27.9pp | 302.83%-294.4pp |
| Employer contribution / active EE | $2,340 | $5,040-53.6% | $3,704-36.8% | $4,761-50.9% |
| Participant deferral / active EE | $5,337 | $4,091+30.4% | $3,499+52.5% | $5,982-10.8% |
| Admin fee / account holder | $6,312 | $8,718-27.6% | $6,684-5.6% | $11,246-43.9% |