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 | $135,969 | $90,503+50.2% | $78,689+72.8% | $273,961-50.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 11.80% | 75.60%-63.8pp | 62.18%-50.4pp | 41.45%-29.7pp |
| Employer contribution / active EE | $10,808 | $3,176+240.3% | $2,851+279.1% | $4,869+122.0% |
| Participant deferral / active EE | $12,513 | $3,901+220.7% | $3,517+255.8% | $5,287+136.7% |
| Admin fee / account holder | $1,115 | $5,263-78.8% | $4,510-75.3% | $10,132-89.0% |