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 | $203,026 | $105,630+92.2% | $87,507+132.0% | $273,961-25.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.39% | 12.25%-6.9pp | 12.21%-6.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $5,792 | $3,141+84.4% | $2,550+127.2% | $4,869+19.0% |
| Participant deferral / active EE | $10,712 | $3,601+197.5% | $3,149+240.2% | $5,287+102.6% |
| Admin fee / account holder | $14,416 | $4,781+201.6% | $4,221+241.6% | $10,132+42.3% |