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 | $207,131 | $101,069+104.9% | $81,478+154.2% | $147,584+40.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 17.44% | 32.40%-15.0pp | 38.78%-21.3pp | 578.55%-561.1pp |
| Employer contribution / active EE | $6,673 | $3,205+108.2% | $2,568+159.9% | $4,876+36.8% |
| Participant deferral / active EE | $3,755 | $4,242-11.5% | $3,537+6.2% | $5,439-31.0% |
| Admin fee / account holder | $1,715 | $5,812-70.5% | $4,561-62.4% | $10,885-84.2% |