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 | $135,004 | $102,616+31.6% | $81,983+64.7% | $158,922-15.1% |
| Participation rate | 72.2% | 75.5%-3.3pp | 69.2%+3.0pp | 82.0%-9.7pp |
| Annual return | 17.81% | 61.04%-43.2pp | 41.31%-23.5pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,782 | $3,240-14.1% | $2,498+11.4% | $4,761-41.6% |
| Participant deferral / active EE | $5,613 | $4,648+20.8% | $3,722+50.8% | $5,982-6.2% |
| Admin fee / account holder | $4,481 | $8,235-45.6% | $5,664-20.9% | $11,246-60.2% |