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 | $135,981 | $93,346+45.7% | $71,796+89.4% | $273,961-50.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.26% | 130.39%-121.1pp | 78.04%-68.8pp | 41.45%-32.2pp |
| Employer contribution / active EE | $3,169 | $2,733+15.9% | $1,924+64.7% | $4,869-34.9% |
| Participant deferral / active EE | $4,613 | $3,475+32.8% | $2,794+65.1% | $5,287-12.7% |
| Admin fee / account holder | $3,160 | $6,571-51.9% | $4,815-34.4% | $10,132-68.8% |