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 | $222,869 | $149,734+48.8% | $118,925+87.4% | $158,922+40.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.72% | 19.95%-11.2pp | 35.88%-27.2pp | 302.83%-294.1pp |
| Employer contribution / active EE | $2,332 | $4,115-43.3% | $3,263-28.5% | $4,761-51.0% |
| Participant deferral / active EE | $2,448 | $5,223-53.1% | $4,265-42.6% | $5,982-59.1% |
| Admin fee / account holder | $6,548 | $8,603-23.9% | $6,581-0.5% | $11,246-41.8% |