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 | $152,308 | $133,922+13.7% | $116,228+31.0% | $142,382+7.0% |
| Participation rate | 78.9% | 77.9%+1.1pp | 74.6%+4.4pp | 80.1%-1.2pp |
| Annual return | 13.54% | 147.76%-134.2pp | 90.06%-76.5pp | 217.08%-203.5pp |
| Employer contribution / active EE | $690 | $3,446-80.0% | $2,994-77.0% | $4,299-83.9% |
| Participant deferral / active EE | $2,872 | $5,672-49.4% | $4,953-42.0% | $6,507-55.9% |
| Admin fee / account holder | $7,304 | $14,945-51.1% | $11,989-39.1% | $12,624-42.1% |