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 | $172,637 | $48,076+259.1% | $78,689+119.4% | $62,891+174.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.72% | 31.35%-24.6pp | 62.18%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $7,669 | $2,015+280.6% | $2,851+169.0% | $2,281+236.2% |
| Participant deferral / active EE | $8,431 | $2,588+225.8% | $3,517+139.7% | $3,203+163.2% |
| Admin fee / account holder | $25,479 | $3,207+694.4% | $4,510+464.9% | $4,296+493.2% |