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 | $161,995 | $102,616+57.9% | $81,983+97.6% | $158,922+1.9% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 6.85% | 61.04%-54.2pp | 41.31%-34.5pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,043 | $3,240-67.8% | $2,498-58.3% | $4,761-78.1% |
| Participant deferral / active EE | $4,206 | $4,648-9.5% | $3,722+13.0% | $5,982-29.7% |
| Admin fee / account holder | $1,542 | $8,235-81.3% | $5,664-72.8% | $11,246-86.3% |