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 | $155,402 | $57,541+170.1% | $95,745+62.3% | $75,163+106.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.34% | 34.93%-17.6pp | 28.35%-11.0pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,934 | $1,808+117.6% | $2,835+38.8% | $2,670+47.3% |
| Participant deferral / active EE | $4,911 | $3,074+59.8% | $4,245+15.7% | $4,125+19.0% |
| Admin fee / account holder | $3,539 | $4,099-13.6% | $5,678-37.7% | $5,651-37.4% |