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 | $224,843 | $135,952+65.4% | $123,892+81.5% | $273,961-17.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.41% | 56.63%-52.2pp | 47.52%-43.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $6,771 | $5,170+31.0% | $4,617+46.7% | $4,869+39.1% |
| Participant deferral / active EE | $8,355 | $6,343+31.7% | $5,984+39.6% | $5,287+58.0% |
| Admin fee / account holder | $15,416 | $9,817+57.0% | $8,357+84.5% | $10,132+52.1% |