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 | $167,434 | $112,096+49.4% | $95,952+74.5% | $158,922+5.4% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 15.55% | 171.09%-155.5pp | 91.61%-76.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,959 | $3,198-38.7% | $2,541-22.9% | $4,761-58.9% |
| Participant deferral / active EE | $7,167 | $4,784+49.8% | $4,167+72.0% | $5,982+19.8% |
| Admin fee / account holder | $3,417 | $10,130-66.3% | $6,795-49.7% | $11,246-69.6% |