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 | $167,569 | $227,553-26.4% | $189,557-11.6% | $167,4900% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 28.36% | 78.40%-50.0pp | 64.17%-35.8pp | 478.56%-450.2pp |
| Employer contribution / active EE | $2,092 | $5,316-60.7% | $4,412-52.6% | $4,837-56.8% |
| Participant deferral / active EE | $8,668 | $7,002+23.8% | $6,174+40.4% | $6,341+36.7% |
| Admin fee / account holder | $2,744 | $11,878-76.9% | $9,807-72.0% | $12,309-77.7% |