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 | $207,387 | $135,952+52.5% | $123,892+67.4% | $273,961-24.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.53% | 56.63%-51.1pp | 47.52%-42.0pp | 41.45%-35.9pp |
| Employer contribution / active EE | $13,212 | $5,170+155.6% | $4,617+186.2% | $4,869+171.4% |
| Participant deferral / active EE | $3,676 | $6,343-42.0% | $5,984-38.6% | $5,287-30.5% |
| Admin fee / account holder | $1,257 | $9,817-87.2% | $8,357-85.0% | $10,132-87.6% |