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 6-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 | $169,683 | $150,187+13.0% | $120,354+41.0% | $145,922+16.3% |
| Participation rate | 71.4% | 78.8%-7.3pp | 71.9%-0.5pp | 80.3%-8.8pp |
| Annual return | 23.00% | 154.07%-131.1pp | 107.15%-84.1pp | 561.29%-538.3pp |
| Employer contribution / active EE | $1,448 | $4,348-66.7% | $3,463-58.2% | $4,660-68.9% |
| Participant deferral / active EE | $5,560 | $6,173-9.9% | $4,991+11.4% | $6,688-16.9% |
| Admin fee / account holder | $10,484 | $12,207-14.1% | $9,423+11.3% | $13,397-21.7% |