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 | $122,163 | $90,503+35.0% | $78,689+55.2% | $273,961-55.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.31% | 75.60%-69.3pp | 62.18%-55.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $12,706 | $3,176+300.1% | $2,851+345.7% | $4,869+161.0% |
| Participant deferral / active EE | $4,587 | $3,901+17.6% | $3,517+30.4% | $5,287-13.2% |
| Admin fee / account holder | $1,416 | $5,263-73.1% | $4,510-68.6% | $10,132-86.0% |