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 | $204,786 | $177,572+15.3% | $154,803+32.3% | $142,382+43.8% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 16.03% | 65.07%-49.0pp | 58.88%-42.9pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,627 | $4,810-45.4% | $4,305-39.0% | $4,299-38.9% |
| Participant deferral / active EE | $5,849 | $6,272-6.7% | $5,540+5.6% | $6,507-10.1% |
| Admin fee / account holder | $3,153 | $16,786-81.2% | $14,329-78.0% | $12,624-75.0% |