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 | $138,856 | $99,341+39.8% | $84,750+63.8% | $273,961-49.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.71% | 22.93%-9.2pp | 22.78%-9.1pp | 41.45%-27.7pp |
| Employer contribution / active EE | $4,468 | $4,214+6.0% | $3,574+25.0% | $4,869-8.2% |
| Participant deferral / active EE | $9,887 | $4,269+131.6% | $3,712+166.4% | $5,287+87.0% |
| Admin fee / account holder | $3,157 | $6,644-52.5% | $5,332-40.8% | $10,132-68.8% |