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 | $205,708 | $96,557+113.0% | $80,975+154.0% | $273,961-24.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.78% | 15.14%-11.4pp | 17.10%-13.3pp | 41.45%-37.7pp |
| Employer contribution / active EE | $6,903 | $4,868+41.8% | $3,714+85.9% | $4,869+41.8% |
| Participant deferral / active EE | $9,600 | $6,598+45.5% | $5,696+68.5% | $5,287+81.6% |
| Admin fee / account holder | $507 | $7,492-93.2% | $5,516-90.8% | $10,132-95.0% |