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 | $102,166 | $81,208+25.8% | $98,907+3.3% | $79,858+27.9% |
| Participation rate | 72.2% | 72.5%-0.3pp | 76.0%-3.8pp | 69.6%+2.6pp |
| Annual return | 17.79% | 60.99%-43.2pp | 196.43%-178.6pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,620 | $1,960-17.3% | $2,689-39.8% | $2,471-34.4% |
| Participant deferral / active EE | $4,054 | $3,265+24.2% | $4,244-4.5% | $3,740+8.4% |
| Admin fee / account holder | $842 | $6,013-86.0% | $6,642-87.3% | $5,306-84.1% |