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 | $181,967 | $152,587+19.3% | $125,175+45.4% | $152,861+19.0% |
| Participation rate | 77.3% | 83.3%-6.1pp | 79.8%-2.5pp | 82.4%-5.2pp |
| Annual return | 19.94% | 54.84%-34.9pp | 43.79%-23.8pp | 345.32%-325.4pp |
| Employer contribution / active EE | $4,067 | $4,946-17.8% | $3,865+5.2% | $4,762-14.6% |
| Participant deferral / active EE | $8,196 | $5,868+39.7% | $4,937+66.0% | $5,850+40.1% |
| Admin fee / account holder | $1,789 | $13,434-86.7% | $9,702-81.6% | $11,596-84.6% |