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 | $209,550 | $163,687+28.0% | $108,745+92.7% | $273,961-23.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 4.17% | 31.16%-27.0pp | 46.22%-42.0pp | 41.45%-37.3pp |
| Employer contribution / active EE | $9,200 | $4,711+95.3% | $3,323+176.9% | $4,869+89.0% |
| Participant deferral / active EE | $24,200 | $7,155+238.2% | $5,121+372.5% | $5,287+357.7% |
| Admin fee / account holder | $2,413 | $12,890-81.3% | $6,144-60.7% | $10,132-76.2% |