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 | $206,625 | $93,071+122.0% | $74,583+177.0% | $273,961-24.6% |
| Participation rate | 90.0% | 74.9%+15.1pp | 68.1%+21.9pp | 83.0%+7.0pp |
| Annual return | 6.13% | 26.18%-20.0pp | 20.47%-14.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $12,035 | $3,160+280.9% | $2,525+376.6% | $4,869+147.2% |
| Participant deferral / active EE | $5,408 | $4,160+30.0% | $3,458+56.4% | $5,287+2.3% |
| Admin fee / account holder | $23,530 | $5,272+346.3% | $4,138+468.7% | $10,132+132.2% |