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 | $161,841 | $102,616+57.7% | $81,983+97.4% | $158,922+1.8% |
| Participation rate | 72.2% | 75.5%-3.3pp | 69.2%+3.0pp | 82.0%-9.7pp |
| Annual return | 15.95% | 61.04%-45.1pp | 41.31%-25.4pp | 302.83%-286.9pp |
| Employer contribution / active EE | $663 | $3,240-79.5% | $2,498-73.5% | $4,761-86.1% |
| Participant deferral / active EE | $4,702 | $4,648+1.2% | $3,722+26.3% | $5,982-21.4% |
| Admin fee / account holder | $9,590 | $8,235+16.5% | $5,664+69.3% | $11,246-14.7% |