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 | $125,505 | $93,071+34.8% | $74,583+68.3% | $273,961-54.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 12.54% | 26.18%-13.6pp | 20.47%-7.9pp | 41.45%-28.9pp |
| Employer contribution / active EE | $3,845 | $3,160+21.7% | $2,525+52.3% | $4,869-21.0% |
| Participant deferral / active EE | $9,587 | $4,160+130.5% | $3,458+177.3% | $5,287+81.3% |
| Admin fee / account holder | $1,973 | $5,272-62.6% | $4,138-52.3% | $10,132-80.5% |