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 | $136,333 | $48,076+183.6% | $78,689+73.3% | $62,891+116.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 5.71% | 31.35%-25.6pp | 62.18%-56.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $6,667 | $2,015+230.9% | $2,851+133.9% | $2,281+192.3% |
| Participant deferral / active EE | $5,001 | $2,588+93.2% | $3,517+42.2% | $3,203+56.1% |
| Admin fee / account holder | $3,948 | $3,207+23.1% | $4,510-12.5% | $4,296-8.1% |