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 | $168,456 | $133,922+25.8% | $116,228+44.9% | $142,382+18.3% |
| Participation rate | 86.4% | 77.9%+8.5pp | 74.6%+11.8pp | 80.1%+6.2pp |
| Annual return | 15.42% | 147.76%-132.3pp | 90.06%-74.6pp | 217.08%-201.7pp |
| Employer contribution / active EE | $854 | $3,446-75.2% | $2,994-71.5% | $4,299-80.1% |
| Participant deferral / active EE | $3,424 | $5,672-39.6% | $4,953-30.9% | $6,507-47.4% |
| Admin fee / account holder | $9,886 | $14,945-33.9% | $11,989-17.5% | $12,624-21.7% |