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 | $187,387 | $117,841+59.0% | $102,423+83.0% | $145,922+28.4% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 10.73% | 31.65%-20.9pp | 29.32%-18.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $865 | $3,615-76.1% | $3,023-71.4% | $4,660-81.4% |
| Participant deferral / active EE | $5,765 | $5,731+0.6% | $5,053+14.1% | $6,688-13.8% |
| Admin fee / account holder | $14,544 | $13,326+9.1% | $9,451+53.9% | $13,397+8.6% |