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 | $135,400 | $90,503+49.6% | $78,689+72.1% | $273,961-50.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.83% | 75.60%-70.8pp | 62.18%-57.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $10,838 | $3,176+241.3% | $2,851+280.2% | $4,869+122.6% |
| Participant deferral / active EE | $4,727 | $3,901+21.2% | $3,517+34.4% | $5,287-10.6% |
| Admin fee / account holder | $956 | $5,263-81.8% | $4,510-78.8% | $10,132-90.6% |