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 | $185,008 | $157,256+17.6% | $141,162+31.1% | $152,861+21.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.68% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,986 | $5,261-43.2% | $4,735-36.9% | $4,762-37.3% |
| Participant deferral / active EE | $7,663 | $7,109+7.8% | $6,709+14.2% | $5,850+31.0% |
| Admin fee / account holder | $3,322 | $12,120-72.6% | $10,261-67.6% | $11,596-71.4% |