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 | $225,428 | $112,096+101.1% | $95,952+134.9% | $158,922+41.8% |
| Participation rate | 78.9% | 79.0%0pp | 77.1%+1.9pp | 82.0%-3.0pp |
| Annual return | 11.15% | 171.09%-159.9pp | 91.61%-80.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $7,735 | $3,198+141.9% | $2,541+204.4% | $4,761+62.5% |
| Participant deferral / active EE | $5,288 | $4,784+10.5% | $4,167+26.9% | $5,982-11.6% |
| Admin fee / account holder | $4,079 | $10,130-59.7% | $6,795-40.0% | $11,246-63.7% |