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 | $235,500 | $104,974+124.3% | $95,585+146.4% | $142,382+65.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.37% | 210.33%-199.0pp | 38.56%-27.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,903 | $2,779-31.5% | $2,527-24.7% | $4,299-55.7% |
| Participant deferral / active EE | $3,035 | $4,352-30.3% | $4,023-24.6% | $6,507-53.4% |
| Admin fee / account holder | $2,412 | $6,386-62.2% | $6,127-60.6% | $12,624-80.9% |