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 | $149,314 | $90,503+65.0% | $78,689+89.8% | $273,961-45.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.21% | 75.60%-71.4pp | 62.18%-58.0pp | 41.45%-37.2pp |
| Employer contribution / active EE | $3,118 | $3,176-1.8% | $2,851+9.4% | $4,869-36.0% |
| Participant deferral / active EE | $3,871 | $3,901-0.8% | $3,517+10.1% | $5,287-26.8% |
| Admin fee / account holder | $3,860 | $5,263-26.7% | $4,510-14.4% | $10,132-61.9% |