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 | $160,803 | $81,208+98.0% | $98,907+62.6% | $79,858+101.4% |
| Participation rate | 78.6% | 72.5%+6.1pp | 76.0%+2.5pp | 69.6%+8.9pp |
| Annual return | 19.83% | 60.99%-41.2pp | 196.43%-176.6pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,733 | $1,960-11.6% | $2,689-35.5% | $2,471-29.9% |
| Participant deferral / active EE | $4,318 | $3,265+32.2% | $4,244+1.7% | $3,740+15.4% |
| Admin fee / account holder | $2,018 | $6,013-66.4% | $6,642-69.6% | $5,306-62.0% |