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 | $188,036 | $101,618+85.0% | $93,063+102.1% | $137,256+37.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.68% | 223.95%-209.3pp | 34.15%-19.5pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,295 | $2,707-15.2% | $2,476-7.3% | $4,156-44.8% |
| Participant deferral / active EE | $3,218 | $4,279-24.8% | $3,958-18.7% | $6,407-49.8% |
| Admin fee / account holder | $5,861 | $6,198-5.5% | $6,033-2.9% | $12,270-52.2% |