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 | $132,290 | $90,503+46.2% | $78,689+68.1% | $273,961-51.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.11% | 75.60%-72.5pp | 62.18%-59.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $10,455 | $3,176+229.2% | $2,851+266.8% | $4,869+114.7% |
| Participant deferral / active EE | $5,766 | $3,901+47.8% | $3,517+64.0% | $5,287+9.1% |
| Admin fee / account holder | $2,382 | $5,263-54.7% | $4,510-47.2% | $10,132-76.5% |