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 | $222,197 | $152,587+45.6% | $125,175+77.5% | $152,861+45.4% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 12.14% | 54.84%-42.7pp | 43.79%-31.6pp | 345.32%-333.2pp |
| Employer contribution / active EE | $3,517 | $4,946-28.9% | $3,865-9.0% | $4,762-26.1% |
| Participant deferral / active EE | $8,254 | $5,868+40.7% | $4,937+67.2% | $5,850+41.1% |
| Admin fee / account holder | $21,453 | $13,434+59.7% | $9,702+121.1% | $11,596+85.0% |