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 | $169,544 | $152,587+11.1% | $125,175+35.4% | $152,861+10.9% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 20.29% | 54.84%-34.5pp | 43.79%-23.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $6,438 | $4,946+30.2% | $3,865+66.6% | $4,762+35.2% |
| Participant deferral / active EE | $6,555 | $5,868+11.7% | $4,937+32.8% | $5,850+12.0% |
| Admin fee / account holder | $19,226 | $13,434+43.1% | $9,702+98.2% | $11,596+65.8% |