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 | $117,672 | $90,503+30.0% | $78,689+49.5% | $273,961-57.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.86% | 75.60%-69.7pp | 62.18%-56.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $8,122 | $3,176+155.8% | $2,851+184.9% | $4,869+66.8% |
| Participant deferral / active EE | $9,553 | $3,901+144.9% | $3,517+171.6% | $5,287+80.7% |
| Admin fee / account holder | $5,429 | $5,263+3.2% | $4,510+20.4% | $10,132-46.4% |