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 | $156,318 | $115,770+35.0% | $101,248+54.4% | $158,922-1.6% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 13.60% | 56.14%-42.5pp | 46.47%-32.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,047 | $4,175-74.9% | $3,660-71.4% | $4,761-78.0% |
| Participant deferral / active EE | $9,270 | $4,957+87.0% | $4,370+112.1% | $5,982+55.0% |
| Admin fee / account holder | $1,299 | $7,245-82.1% | $5,945-78.1% | $11,246-88.4% |