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 | $115,916 | $90,503+28.1% | $78,689+47.3% | $273,961-57.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.81% | 75.60%-66.8pp | 62.18%-53.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $9,723 | $3,176+206.2% | $2,851+241.1% | $4,869+99.7% |
| Participant deferral / active EE | $4,856 | $3,901+24.5% | $3,517+38.1% | $5,287-8.2% |
| Admin fee / account holder | $1,274 | $5,263-75.8% | $4,510-71.8% | $10,132-87.4% |