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 | $188,189 | $135,952+38.4% | $123,892+51.9% | $273,961-31.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.90% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $4,132 | $5,170-20.1% | $4,617-10.5% | $4,869-15.1% |
| Participant deferral / active EE | $10,777 | $6,343+69.9% | $5,984+80.1% | $5,287+103.8% |
| Admin fee / account holder | $13,333 | $9,817+35.8% | $8,357+59.5% | $10,132+31.6% |