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 | $209,757 | $96,956+116.3% | $70,014+199.6% | $273,961-23.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 8.80% | 12.93%-4.1pp | 12.99%-4.2pp | 41.45%-32.6pp |
| Employer contribution / active EE | $5,213 | $3,316+57.2% | $2,338+123.0% | $4,869+7.1% |
| Participant deferral / active EE | $6,685 | $3,744+78.5% | $2,931+128.1% | $5,287+26.4% |
| Admin fee / account holder | $3,081 | $7,934-61.2% | $4,380-29.7% | $10,132-69.6% |