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 | $199,837 | $135,952+47.0% | $123,892+61.3% | $273,961-27.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 22.68% | 56.63%-33.9pp | 47.52%-24.8pp | 41.45%-18.8pp |
| Employer contribution / active EE | $5,044 | $5,170-2.4% | $4,617+9.3% | $4,869+3.6% |
| Participant deferral / active EE | $14,110 | $6,343+122.5% | $5,984+135.8% | $5,287+166.9% |
| Admin fee / account holder | $10,156 | $9,817+3.5% | $8,357+21.5% | $10,132+0.2% |