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 | $176,146 | $112,096+57.1% | $95,952+83.6% | $158,922+10.8% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 16.65% | 171.09%-154.4pp | 91.61%-75.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $752 | $3,198-76.5% | $2,541-70.4% | $4,761-84.2% |
| Participant deferral / active EE | $4,459 | $4,784-6.8% | $4,167+7.0% | $5,982-25.5% |
| Admin fee / account holder | $1,823 | $10,130-82.0% | $6,795-73.2% | $11,246-83.8% |