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 | $209,529 | $135,952+54.1% | $123,892+69.1% | $273,961-23.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.77% | 56.63%-47.9pp | 47.52%-38.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $22,037 | $5,170+326.3% | $4,617+377.3% | $4,869+352.6% |
| Participant deferral / active EE | $15,521 | $6,343+144.7% | $5,984+159.4% | $5,287+193.6% |
| Admin fee / account holder | $33,732 | $9,817+243.6% | $8,357+303.6% | $10,132+232.9% |