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 | $140,161 | $104,974+33.5% | $95,585+46.6% | $142,382-1.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 16.60% | 210.33%-193.7pp | 38.56%-22.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,886 | $2,779+39.9% | $2,527+53.8% | $4,299-9.6% |
| Participant deferral / active EE | $12,609 | $4,352+189.7% | $4,023+213.4% | $6,507+93.8% |
| Admin fee / account holder | $24,041 | $6,386+276.5% | $6,127+292.3% | $12,624+90.4% |