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 | $237,983 | $109,881+116.6% | $150,045+58.6% | $84,808+180.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.00% | 28.25%-13.2pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,334 | $3,561+21.7% | $4,693-7.7% | $2,631+64.7% |
| Participant deferral / active EE | $13,506 | $6,636+103.5% | $7,997+68.9% | $4,212+220.7% |
| Admin fee / account holder | $4,702 | $8,568-45.1% | $13,435-65.0% | $7,344-36.0% |