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 | $167,261 | $112,096+49.2% | $95,952+74.3% | $158,922+5.2% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 10.35% | 171.09%-160.7pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,456 | $3,198-54.5% | $2,541-42.7% | $4,761-69.4% |
| Participant deferral / active EE | $4,046 | $4,784-15.4% | $4,167-2.9% | $5,982-32.4% |
| Admin fee / account holder | $8,870 | $10,130-12.4% | $6,795+30.5% | $11,246-21.1% |