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 | $177,947 | $91,190+95.1% | $178,490-0.3% | $79,858+122.8% |
| Participation rate | 81.8% | 69.2%+12.6pp | 81.9%-0.1pp | 69.6%+12.2pp |
| Annual return | 12.18% | 24.19%-12.0pp | 151.07%-138.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,970 | $3,256-39.5% | $5,011-60.7% | $2,471-20.3% |
| Participant deferral / active EE | $3,248 | $3,236+0.4% | $5,202-37.6% | $3,740-13.1% |
| Admin fee / account holder | $6,715 | $6,751-0.5% | $13,984-52.0% | $5,306+26.5% |