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 | $124,184 | $48,076+158.3% | $78,689+57.8% | $62,891+97.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 9.54% | 31.35%-21.8pp | 62.18%-52.6pp | 20.14%-10.6pp |
| Employer contribution / active EE | $5,213 | $2,015+158.7% | $2,851+82.9% | $2,281+128.5% |
| Participant deferral / active EE | $6,585 | $2,588+154.4% | $3,517+87.2% | $3,203+105.6% |
| Admin fee / account holder | $4,653 | $3,207+45.1% | $4,510+3.2% | $4,296+8.3% |