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 | $177,776 | $135,952+30.8% | $123,892+43.5% | $273,961-35.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.04% | 56.63%-52.6pp | 47.52%-43.5pp | 41.45%-37.4pp |
| Employer contribution / active EE | $4,263 | $5,170-17.5% | $4,617-7.7% | $4,869-12.4% |
| Participant deferral / active EE | $12,436 | $6,343+96.1% | $5,984+107.8% | $5,287+135.2% |
| Admin fee / account holder | $46,885 | $9,817+377.6% | $8,357+461.0% | $10,132+362.7% |