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 | $201,769 | $99,341+103.1% | $84,750+138.1% | $273,961-26.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.41% | 22.93%-16.5pp | 22.78%-16.4pp | 41.45%-35.0pp |
| Employer contribution / active EE | $11,785 | $4,214+179.7% | $3,574+229.7% | $4,869+142.0% |
| Participant deferral / active EE | $3,995 | $4,269-6.4% | $3,712+7.6% | $5,287-24.4% |
| Admin fee / account holder | $10,025 | $6,644+50.9% | $5,332+88.0% | $10,132-1.1% |