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 | $167,159 | $86,286+93.7% | $111,297+50.2% | $85,850+94.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.09% | 19.99%-5.9pp | 54.65%-40.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,194 | $2,043+7.4% | $2,731-19.7% | $2,565-14.5% |
| Participant deferral / active EE | $5,166 | $3,641+41.9% | $4,487+15.1% | $3,952+30.7% |
| Admin fee / account holder | $319 | $8,188-96.1% | $7,964-96.0% | $6,260-94.9% |