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 | $199,616 | $107,334+86.0% | $92,893+114.9% | $152,861+30.6% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 23.82% | 145.58%-121.8pp | 109.41%-85.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,756 | $4,221-58.4% | $3,653-51.9% | $4,762-63.1% |
| Participant deferral / active EE | $5,683 | $4,845+17.3% | $4,236+34.1% | $5,850-2.9% |
| Admin fee / account holder | $8,747 | $7,079+23.5% | $5,794+51.0% | $11,596-24.6% |