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 | $157,203 | $98,750+59.2% | $149,696+5.0% | $79,858+96.9% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 17.57% | 27.43%-9.9pp | 276.60%-259.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,918 | $3,216-9.3% | $4,644-37.2% | $2,471+18.1% |
| Participant deferral / active EE | $12,449 | $5,680+119.2% | $6,842+82.0% | $3,740+232.8% |
| Admin fee / account holder | $894 | $6,053-85.2% | $9,309-90.4% | $5,306-83.2% |