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 | $182,477 | $71,829+154.0% | $69,780+161.5% | $142,382+28.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 25.73% | 31.01%-5.3pp | 26.31%-0.6pp | 217.08%-191.3pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $4,168-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,210 | $6,819+35.1% | $6,164+49.4% | $6,507+41.5% |
| Admin fee / account holder | $56,413 | $7,818+621.6% | $7,285+674.4% | $12,624+346.9% |