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 | $168,095 | $115,770+45.2% | $101,248+66.0% | $158,922+5.8% |
| Participation rate | 73.7% | 79.4%-5.7pp | 75.8%-2.1pp | 82.0%-8.3pp |
| Annual return | 17.44% | 56.14%-38.7pp | 46.47%-29.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $3,190 | $4,175-23.6% | $3,660-12.8% | $4,761-33.0% |
| Participant deferral / active EE | $7,715 | $4,957+55.6% | $4,370+76.5% | $5,982+29.0% |
| Admin fee / account holder | $686 | $7,245-90.5% | $5,945-88.5% | $11,246-93.9% |