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 | $190,272 | $101,618+87.2% | $93,063+104.5% | $137,256+38.6% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 17.85% | 223.95%-206.1pp | 34.15%-16.3pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,609 | $2,707-40.6% | $2,476-35.0% | $4,156-61.3% |
| Participant deferral / active EE | $3,218 | $4,279-24.8% | $3,958-18.7% | $6,407-49.8% |
| Admin fee / account holder | $1,898 | $6,198-69.4% | $6,033-68.5% | $12,270-84.5% |