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 | $115,360 | $72,277+59.6% | $101,248+13.9% | $79,858+44.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 20.44% | 22.30%-1.9pp | 46.47%-26.0pp | 31.71%-11.3pp |
| Employer contribution / active EE | $2,736 | $2,692+1.7% | $3,660-25.2% | $2,471+10.7% |
| Participant deferral / active EE | $5,381 | $3,282+64.0% | $4,370+23.1% | $3,740+43.9% |
| Admin fee / account holder | $517 | $4,400-88.3% | $5,945-91.3% | $5,306-90.3% |