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 | $202,084 | $135,952+48.6% | $123,892+63.1% | $273,961-26.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 24.75% | 56.63%-31.9pp | 47.52%-22.8pp | 41.45%-16.7pp |
| Employer contribution / active EE | $2,541 | $5,170-50.8% | $4,617-45.0% | $4,869-47.8% |
| Participant deferral / active EE | $12,261 | $6,343+93.3% | $5,984+104.9% | $5,287+131.9% |
| Admin fee / account holder | $4,743 | $9,817-51.7% | $8,357-43.2% | $10,132-53.2% |