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 | $158,317 | $86,286+83.5% | $111,297+42.2% | $85,850+84.4% |
| Participation rate | 76.7% | 73.3%+3.3pp | 77.3%-0.6pp | 69.3%+7.4pp |
| Annual return | 14.83% | 19.99%-5.2pp | 54.65%-39.8pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,987 | $2,043-2.7% | $2,731-27.2% | $2,565-22.5% |
| Participant deferral / active EE | $4,501 | $3,641+23.6% | $4,487+0.3% | $3,952+13.9% |
| Admin fee / account holder | $983 | $8,188-88.0% | $7,964-87.7% | $6,260-84.3% |