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 | $116,611 | $90,503+28.8% | $78,689+48.2% | $273,961-57.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.24% | 75.60%-72.4pp | 62.18%-58.9pp | 41.45%-38.2pp |
| Employer contribution / active EE | $7,748 | $3,176+144.0% | $2,851+171.8% | $4,869+59.1% |
| Participant deferral / active EE | $8,132 | $3,901+108.4% | $3,517+131.2% | $5,287+53.8% |
| Admin fee / account holder | $1,941 | $5,263-63.1% | $4,510-57.0% | $10,132-80.8% |