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 | $129,496 | $60,349+114.6% | $74,183+74.6% | $62,891+105.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.91% | 21.37%-12.5pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,458 | $1,680+46.3% | $2,370+3.7% | $2,281+7.8% |
| Participant deferral / active EE | $4,021 | $2,856+40.8% | $3,550+13.3% | $3,203+25.5% |
| Admin fee / account holder | $1,487 | $4,261-65.1% | $5,586-73.4% | $4,296-65.4% |