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 | $164,858 | $81,208+103.0% | $98,907+66.7% | $79,858+106.4% |
| Participation rate | 75.7% | 72.5%+3.2pp | 76.0%-0.3pp | 69.6%+6.1pp |
| Annual return | 15.39% | 60.99%-45.6pp | 196.43%-181.0pp | 31.71%-16.3pp |
| Employer contribution / active EE | $4,900 | $1,960+150.0% | $2,689+82.2% | $2,471+98.3% |
| Participant deferral / active EE | $6,517 | $3,265+99.6% | $4,244+53.6% | $3,740+74.3% |
| Admin fee / account holder | $14,209 | $6,013+136.3% | $6,642+113.9% | $5,306+167.8% |