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 | $140,583 | $135,952+3.4% | $123,892+13.5% | $273,961-48.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.04% | 56.63%-51.6pp | 47.52%-42.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,142 | $5,170-58.6% | $4,617-53.6% | $4,869-56.0% |
| Participant deferral / active EE | $4,340 | $6,343-31.6% | $5,984-27.5% | $5,287-17.9% |
| Admin fee / account holder | $1,540 | $9,817-84.3% | $8,357-81.6% | $10,132-84.8% |