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 | $193,103 | $135,952+42.0% | $123,892+55.9% | $273,961-29.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.68% | 56.63%-48.0pp | 47.52%-38.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $5,417 | $5,170+4.8% | $4,617+17.3% | $4,869+11.3% |
| Participant deferral / active EE | $9,588 | $6,343+51.2% | $5,984+60.2% | $5,287+81.3% |
| Admin fee / account holder | $2,712 | $9,817-72.4% | $8,357-67.5% | $10,132-73.2% |