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 | $185,680 | $129,942+42.9% | $104,294+78.0% | $134,475+38.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 4.39% | 42.03%-37.6pp | 24.61%-20.2pp | 417.96%-413.6pp |
| Employer contribution / active EE | $4,137 | $4,184-1.1% | $3,372+22.7% | $4,740-12.7% |
| Participant deferral / active EE | $6,009 | $5,588+7.5% | $4,625+29.9% | $6,400-6.1% |
| Admin fee / account holder | $1,543 | $9,323-83.4% | $7,339-79.0% | $11,426-86.5% |