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 | $195,314 | $90,503+115.8% | $78,689+148.2% | $273,961-28.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.61% | 75.60%-68.0pp | 62.18%-54.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $25,124 | $3,176+691.1% | $2,851+781.4% | $4,869+416.0% |
| Participant deferral / active EE | $7,558 | $3,901+93.7% | $3,517+114.9% | $5,287+43.0% |
| Admin fee / account holder | $2,936 | $5,263-44.2% | $4,510-34.9% | $10,132-71.0% |