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 | $139,562 | $115,770+20.6% | $101,248+37.8% | $158,922-12.2% |
| Participation rate | 79.2% | 79.4%-0.2pp | 75.8%+3.4pp | 82.0%-2.8pp |
| Annual return | 20.28% | 56.14%-35.9pp | 46.47%-26.2pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,888 | $4,175-54.8% | $3,660-48.4% | $4,761-60.3% |
| Participant deferral / active EE | $5,104 | $4,957+3.0% | $4,370+16.8% | $5,982-14.7% |
| Admin fee / account holder | $1,071 | $7,245-85.2% | $5,945-82.0% | $11,246-90.5% |