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 | $173,060 | $115,770+49.5% | $101,248+70.9% | $158,922+8.9% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 15.65% | 56.14%-40.5pp | 46.47%-30.8pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,280 | $4,175-69.3% | $3,660-65.0% | $4,761-73.1% |
| Participant deferral / active EE | $4,142 | $4,957-16.4% | $4,370-5.2% | $5,982-30.8% |
| Admin fee / account holder | $1,028 | $7,245-85.8% | $5,945-82.7% | $11,246-90.9% |