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 | $197,983 | $152,587+29.8% | $125,175+58.2% | $152,861+29.5% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 16.22% | 54.84%-38.6pp | 43.79%-27.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,069 | $4,946-58.2% | $3,865-46.5% | $4,762-56.5% |
| Participant deferral / active EE | $4,554 | $5,868-22.4% | $4,937-7.7% | $5,850-22.2% |
| Admin fee / account holder | $5,151 | $13,434-61.7% | $9,702-46.9% | $11,596-55.6% |