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 | $189,440 | $226,064-16.2% | $182,532+3.8% | $152,861+23.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.99% | 192.51%-170.5pp | 148.54%-126.6pp | 345.32%-323.3pp |
| Employer contribution / active EE | $3,468 | $4,978-30.3% | $4,076-14.9% | $4,762-27.2% |
| Participant deferral / active EE | $6,985 | $6,368+9.7% | $5,524+26.4% | $5,850+19.4% |
| Admin fee / account holder | $661 | $10,703-93.8% | $8,592-92.3% | $11,596-94.3% |