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 | $175,726 | $93,071+88.8% | $74,583+135.6% | $273,961-35.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.30% | 26.18%-20.9pp | 20.47%-15.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $20,200 | $3,160+539.3% | $2,525+700.0% | $4,869+314.9% |
| Participant deferral / active EE | $14,628 | $4,160+251.6% | $3,458+323.0% | $5,287+176.7% |
| Admin fee / account holder | $1,654 | $5,272-68.6% | $4,138-60.0% | $10,132-83.7% |