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 | $208,870 | $135,952+53.6% | $123,892+68.6% | $273,961-23.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.92% | 56.63%-44.7pp | 47.52%-35.6pp | 41.45%-29.5pp |
| Employer contribution / active EE | $12,351 | $5,170+138.9% | $4,617+167.5% | $4,869+153.7% |
| Participant deferral / active EE | $5,623 | $6,343-11.3% | $5,984-6.0% | $5,287+6.4% |
| Admin fee / account holder | $1,772 | $9,817-81.9% | $8,357-78.8% | $10,132-82.5% |