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 | $152,729 | $102,616+48.8% | $81,983+86.3% | $158,922-3.9% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.2%+0.8pp | 82.0%-12.0pp |
| Annual return | 17.44% | 61.04%-43.6pp | 41.31%-23.9pp | 302.83%-285.4pp |
| Employer contribution / active EE | $867 | $3,240-73.2% | $2,498-65.3% | $4,761-81.8% |
| Participant deferral / active EE | $3,812 | $4,648-18.0% | $3,722+2.4% | $5,982-36.3% |
| Admin fee / account holder | $469 | $8,235-94.3% | $5,664-91.7% | $11,246-95.8% |