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 | $191,786 | $91,552+109.5% | $133,956+43.2% | $79,858+140.2% |
| Participation rate | 78.4% | 73.3%+5.0pp | 79.8%-1.5pp | 69.6%+8.7pp |
| Annual return | 13.08% | 61.85%-48.8pp | 45.09%-32.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,094 | $2,384-54.1% | $3,919-72.1% | $2,471-55.7% |
| Participant deferral / active EE | $5,766 | $3,733+54.4% | $5,048+14.2% | $3,740+54.2% |
| Admin fee / account holder | $3,397 | $6,321-46.3% | $8,927-62.0% | $5,306-36.0% |