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 | $156,311 | $90,503+72.7% | $78,689+98.6% | $273,961-42.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.69% | 75.60%-71.9pp | 62.18%-58.5pp | 41.45%-37.8pp |
| Employer contribution / active EE | $997 | $3,176-68.6% | $2,851-65.0% | $4,869-79.5% |
| Participant deferral / active EE | $1,657 | $3,901-57.5% | $3,517-52.9% | $5,287-68.7% |
| Admin fee / account holder | $5,500 | $5,263+4.5% | $4,510+21.9% | $10,132-45.7% |