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 7-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 | $169,996 | $93,071+82.7% | $74,583+127.9% | $273,961-37.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.89% | 26.18%-16.3pp | 20.47%-10.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $15,396 | $3,160+387.3% | $2,525+509.7% | $4,869+216.2% |
| Participant deferral / active EE | $14,563 | $4,160+250.1% | $3,458+321.1% | $5,287+175.4% |
| Admin fee / account holder | $363 | $5,272-93.1% | $4,138-91.2% | $10,132-96.4% |