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 | $127,804 | $115,770+10.4% | $101,248+26.2% | $158,922-19.6% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 13.99% | 56.14%-42.2pp | 46.47%-32.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,733 | $4,175-58.5% | $3,660-52.6% | $4,761-63.6% |
| Participant deferral / active EE | $3,295 | $4,957-33.5% | $4,370-24.6% | $5,982-44.9% |
| Admin fee / account holder | $1,897 | $7,245-73.8% | $5,945-68.1% | $11,246-83.1% |