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 | $91,550 | $88,707+3.2% | $74,183+23.4% | $273,961-66.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.12% | 11.94%-5.8pp | 17.74%-11.6pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,258 | $3,159-28.5% | $2,370-4.7% | $4,869-53.6% |
| Participant deferral / active EE | $5,079 | $4,212+20.6% | $3,550+43.1% | $5,287-3.9% |
| Admin fee / account holder | $404 | $8,717-95.4% | $5,586-92.8% | $10,132-96.0% |