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 | $170,101 | $107,334+58.5% | $92,893+83.1% | $152,861+11.3% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 28.64% | 145.58%-116.9pp | 109.41%-80.8pp | 345.32%-316.7pp |
| Employer contribution / active EE | $3,441 | $4,221-18.5% | $3,653-5.8% | $4,762-27.8% |
| Participant deferral / active EE | $10,369 | $4,845+114.0% | $4,236+144.8% | $5,850+77.2% |
| Admin fee / account holder | $3,231 | $7,079-54.4% | $5,794-44.2% | $11,596-72.1% |