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 | $132,120 | $85,766+54.0% | $136,294-3.1% | $70,131+88.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.62% | 31.45%-9.8pp | 5155.94%-5134.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $3,953 | $2,966+33.3% | $4,695-15.8% | $2,342+68.7% |
| Participant deferral / active EE | $6,103 | $5,051+20.8% | $6,247-2.3% | $3,332+83.2% |
| Admin fee / account holder | $367 | $5,420-93.2% | $9,243-96.0% | $4,645-92.1% |