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 | $193,566 | $135,952+42.4% | $123,892+56.2% | $273,961-29.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.49% | 56.63%-52.1pp | 47.52%-43.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $988 | $5,170-80.9% | $4,617-78.6% | $4,869-79.7% |
| Participant deferral / active EE | $4,952 | $6,343-21.9% | $5,984-17.3% | $5,287-6.3% |
| Admin fee / account holder | $22,994 | $9,817+134.2% | $8,357+175.1% | $10,132+126.9% |