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 | $182,173 | $94,338+93.1% | $100,534+81.2% | $142,382+27.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 17.33% | 29.20%-11.9pp | 32.66%-15.3pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,614 | $4,237+8.9% | $4,346+6.2% | $4,299+7.3% |
| Participant deferral / active EE | $8,721 | $5,934+47.0% | $6,144+41.9% | $6,507+34.0% |
| Admin fee / account holder | $785 | $8,421-90.7% | $7,654-89.7% | $12,624-93.8% |