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 | $137,215 | $90,503+51.6% | $78,689+74.4% | $273,961-49.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.48% | 75.60%-73.1pp | 62.18%-59.7pp | 41.45%-39.0pp |
| Employer contribution / active EE | $1,857 | $3,176-41.5% | $2,851-34.9% | $4,869-61.9% |
| Participant deferral / active EE | $8,843 | $3,901+126.7% | $3,517+151.4% | $5,287+67.3% |
| Admin fee / account holder | $2,836 | $5,263-46.1% | $4,510-37.1% | $10,132-72.0% |