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 | $199,305 | $93,071+114.1% | $74,583+167.2% | $273,961-27.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.19% | 26.18%-19.0pp | 20.47%-13.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $6,236 | $3,160+97.4% | $2,525+146.9% | $4,869+28.1% |
| Participant deferral / active EE | $13,416 | $4,160+222.5% | $3,458+288.0% | $5,287+153.7% |
| Admin fee / account holder | $478 | $5,272-90.9% | $4,138-88.4% | $10,132-95.3% |