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 | $192,176 | $154,117+24.7% | $129,995+47.8% | $139,434+37.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.03% | 32.48%-15.4pp | -137.18%+154.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,345 | $5,289-74.6% | $4,320-68.9% | $4,751-71.7% |
| Participant deferral / active EE | $8,802 | $6,710+31.2% | $5,820+51.2% | $6,710+31.2% |
| Admin fee / account holder | $2,948 | $14,007-79.0% | $10,614-72.2% | $11,403-74.1% |