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 | $186,139 | $91,190+104.1% | $178,490+4.3% | $79,858+133.1% |
| Participation rate | 80.6% | 69.2%+11.4pp | 81.9%-1.3pp | 69.6%+11.0pp |
| Annual return | 10.14% | 24.19%-14.0pp | 151.07%-140.9pp | 31.71%-21.6pp |
| Employer contribution / active EE | $2,366 | $3,256-27.3% | $5,011-52.8% | $2,471-4.2% |
| Participant deferral / active EE | $5,226 | $3,236+61.5% | $5,202+0.5% | $3,740+39.7% |
| Admin fee / account holder | $88,041 | $6,751+1204.1% | $13,984+529.6% | $5,306+1559.2% |