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 | $179,850 | $112,096+60.4% | $95,952+87.4% | $158,922+13.2% |
| Participation rate | 84.2% | 79.0%+5.2pp | 77.1%+7.1pp | 82.0%+2.3pp |
| Annual return | 12.08% | 171.09%-159.0pp | 91.61%-79.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $3,143 | $3,198-1.7% | $2,541+23.7% | $4,761-34.0% |
| Participant deferral / active EE | $7,076 | $4,784+47.9% | $4,167+69.8% | $5,982+18.3% |
| Admin fee / account holder | $11,650 | $10,130+15.0% | $6,795+71.4% | $11,246+3.6% |