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 | $143,319 | $96,956+47.8% | $70,014+104.7% | $273,961-47.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 5.73% | 12.93%-7.2pp | 12.99%-7.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,173 | $3,316-34.5% | $2,338-7.1% | $4,869-55.4% |
| Participant deferral / active EE | $9,255 | $3,744+147.2% | $2,931+215.8% | $5,287+75.0% |
| Admin fee / account holder | $2,170 | $7,934-72.7% | $4,380-50.5% | $10,132-78.6% |