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 | $161,456 | $108,919+48.2% | $100,391+60.8% | $145,922+10.6% |
| Participation rate | 72.7% | 82.9%-10.2pp | 81.5%-8.8pp | 80.3%-7.5pp |
| Annual return | 16.74% | 57.88%-41.1pp | 49.20%-32.5pp | 561.29%-544.5pp |
| Employer contribution / active EE | $727 | $4,419-83.5% | $3,942-81.6% | $4,660-84.4% |
| Participant deferral / active EE | $3,767 | $8,445-55.4% | $8,082-53.4% | $6,688-43.7% |
| Admin fee / account holder | $1,607 | $9,689-83.4% | $7,899-79.7% | $13,397-88.0% |