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 | $185,190 | $115,770+60.0% | $101,248+82.9% | $158,922+16.5% |
| Participation rate | 72.2% | 79.4%-7.1pp | 75.8%-3.6pp | 82.0%-9.7pp |
| Annual return | 9.46% | 56.14%-46.7pp | 46.47%-37.0pp | 302.83%-293.4pp |
| Employer contribution / active EE | $2,121 | $4,175-49.2% | $3,660-42.0% | $4,761-55.4% |
| Participant deferral / active EE | $6,614 | $4,957+33.4% | $4,370+51.4% | $5,982+10.6% |
| Admin fee / account holder | $31,665 | $7,245+337.1% | $5,945+432.6% | $11,246+181.6% |