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 | $175,610 | $112,881+55.6% | $90,951+93.1% | $158,922+10.5% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 27.52% | 215.79%-188.3pp | 134.60%-107.1pp | 302.83%-275.3pp |
| Employer contribution / active EE | $1,016 | $2,893-64.9% | $2,122-52.1% | $4,761-78.7% |
| Participant deferral / active EE | $2,998 | $4,128-27.4% | $3,373-11.1% | $5,982-49.9% |
| Admin fee / account holder | $3,731 | $8,041-53.6% | $5,959-37.4% | $11,246-66.8% |