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 | $146,548 | $90,503+61.9% | $78,689+86.2% | $273,961-46.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.06% | 75.60%-70.5pp | 62.18%-57.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $4,616 | $3,176+45.3% | $2,851+61.9% | $4,869-5.2% |
| Participant deferral / active EE | $5,294 | $3,901+35.7% | $3,517+50.5% | $5,287+0.1% |
| Admin fee / account holder | $10,983 | $5,263+108.7% | $4,510+143.5% | $10,132+8.4% |