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 | $164,478 | $135,952+21.0% | $123,892+32.8% | $273,961-40.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.46% | 56.63%-44.2pp | 47.52%-35.1pp | 41.45%-29.0pp |
| Employer contribution / active EE | $3,383 | $5,170-34.6% | $4,617-26.7% | $4,869-30.5% |
| Participant deferral / active EE | $8,102 | $6,343+27.7% | $5,984+35.4% | $5,287+53.2% |
| Admin fee / account holder | $3,882 | $9,817-60.5% | $8,357-53.5% | $10,132-61.7% |