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 | $175,817 | $115,770+51.9% | $101,248+73.6% | $158,922+10.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 16.79% | 56.14%-39.3pp | 46.47%-29.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $4,542 | $4,175+8.8% | $3,660+24.1% | $4,761-4.6% |
| Participant deferral / active EE | $10,949 | $4,957+120.9% | $4,370+150.5% | $5,982+83.0% |
| Admin fee / account holder | $858 | $7,245-88.2% | $5,945-85.6% | $11,246-92.4% |