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 | $142,959 | $90,503+58.0% | $78,689+81.7% | $273,961-47.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.06% | 75.60%-67.5pp | 62.18%-54.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,956 | $3,176-38.4% | $2,851-31.4% | $4,869-59.8% |
| Participant deferral / active EE | $13,065 | $3,901+234.9% | $3,517+271.5% | $5,287+147.1% |
| Admin fee / account holder | $1,237 | $5,263-76.5% | $4,510-72.6% | $10,132-87.8% |