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 | $143,019 | $95,971+49.0% | $74,550+91.8% | $135,375+5.6% |
| Participation rate | 81.0% | 75.7%+5.3pp | 69.1%+11.8pp | 82.6%-1.7pp |
| Annual return | 9.62% | 56.96%-47.3pp | 32.53%-22.9pp | 519.73%-510.1pp |
| Employer contribution / active EE | $1,879 | $2,716-30.8% | $1,961-4.2% | $4,779-60.7% |
| Participant deferral / active EE | $2,236 | $3,843-41.8% | $3,108-28.1% | $5,609-60.1% |
| Admin fee / account holder | $3,437 | $6,522-47.3% | $5,060-32.1% | $10,827-68.3% |