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 | $167,360 | $132,634+26.2% | $115,768+44.6% | $137,256+21.9% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.4%-4.4pp | 80.0%-10.0pp |
| Annual return | 17.08% | 160.70%-143.6pp | 100.46%-83.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,337 | $3,360-60.2% | $2,940-54.5% | $4,156-67.8% |
| Participant deferral / active EE | $4,517 | $5,619-19.6% | $4,917-8.1% | $6,407-29.5% |
| Admin fee / account holder | $1,385 | $15,028-90.8% | $12,439-88.9% | $12,270-88.7% |