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 | $169,647 | $107,334+58.1% | $92,893+82.6% | $152,861+11.0% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 15.71% | 145.58%-129.9pp | 109.41%-93.7pp | 345.32%-329.6pp |
| Employer contribution / active EE | $3,175 | $4,221-24.8% | $3,653-13.1% | $4,762-33.3% |
| Participant deferral / active EE | $11,472 | $4,845+136.8% | $4,236+170.8% | $5,850+96.1% |
| Admin fee / account holder | $1,790 | $7,079-74.7% | $5,794-69.1% | $11,596-84.6% |