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 | $159,123 | $72,071+120.8% | $68,368+132.7% | $137,256+15.9% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 13.83% | 353.14%-339.3pp | 292.57%-278.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,487 | $2,788-10.8% | $2,649-6.1% | $4,156-40.2% |
| Participant deferral / active EE | $5,816 | $4,410+31.9% | $4,123+41.1% | $6,407-9.2% |
| Admin fee / account holder | $1,034 | $5,336-80.6% | $5,150-79.9% | $12,270-91.6% |