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 | $175,899 | $95,561+84.1% | $77,163+128.0% | $139,434+26.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.99% | 54.92%-38.9pp | 37.87%-21.9pp | 372.94%-357.0pp |
| Employer contribution / active EE | $3,417 | $3,147+8.6% | $2,535+34.8% | $4,751-28.1% |
| Participant deferral / active EE | $13,907 | $4,624+200.8% | $3,833+262.8% | $6,710+107.2% |
| Admin fee / account holder | $6,276 | $8,295-24.3% | $5,472+14.7% | $11,403-45.0% |