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 | $134,936 | $77,503+74.1% | $100,391+34.4% | $80,856+66.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 14.44% | 37.20%-22.8pp | 49.20%-34.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,826 | $2,801-34.8% | $3,942-53.7% | $2,755-33.7% |
| Participant deferral / active EE | $9,841 | $6,820+44.3% | $8,082+21.8% | $4,296+129.1% |
| Admin fee / account holder | $19,815 | $5,897+236.0% | $7,899+150.8% | $6,918+186.4% |