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 5-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 | $124,865 | $101,724+22.7% | $164,813-24.2% | $80,856+54.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 20.43% | 16.72%+3.7pp | 69.93%-49.5pp | 35.59%-15.2pp |
| Employer contribution / active EE | $4,724 | $2,953+59.9% | $4,341+8.8% | $2,755+71.5% |
| Participant deferral / active EE | $8,095 | $4,477+80.8% | $6,031+34.2% | $4,296+88.4% |
| Admin fee / account holder | $1,073 | $8,227-87.0% | $12,690-91.5% | $6,918-84.5% |