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 3-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 | $161,672 | $90,503+78.6% | $78,689+105.5% | $273,961-41.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 14.83% | 75.60%-60.8pp | 62.18%-47.3pp | 41.45%-26.6pp |
| Employer contribution / active EE | $10,982 | $3,176+245.8% | $2,851+285.3% | $4,869+125.6% |
| Participant deferral / active EE | $5,435 | $3,901+39.3% | $3,517+54.5% | $5,287+2.8% |
| Admin fee / account holder | $1,633 | $5,263-69.0% | $4,510-63.8% | $10,132-83.9% |