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 | $248,904 | $181,894+36.8% | $156,549+59.0% | $273,961-9.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.83% | 30.74%-25.9pp | 32.23%-27.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $4,080 | $6,248-34.7% | $5,501-25.8% | $4,869-16.2% |
| Participant deferral / active EE | $10,000 | $5,550+80.2% | $4,871+105.3% | $5,287+89.1% |
| Admin fee / account holder | $2,506 | $15,559-83.9% | $13,027-80.8% | $10,132-75.3% |