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 | $207,348 | $86,922+138.5% | $102,438+102.4% | $80,874+156.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.76% | 18.90%-5.1pp | 29.37%-15.6pp | 35.62%-21.9pp |
| Employer contribution / active EE | $8,832 | $2,369+272.7% | $3,024+192.1% | $2,756+220.5% |
| Participant deferral / active EE | $5,033 | $4,119+22.2% | $5,054-0.4% | $4,297+17.1% |
| Admin fee / account holder | $503 | $8,050-93.8% | $9,448-94.7% | $6,935-92.8% |