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 | $30,801 | $65,685-53.1% | $57,179-46.1% | $273,961-88.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.04% | 21.99%-11.9pp | 14.59%-4.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $3,109 | $3,279-5.2% | $2,682+15.9% | $4,869-36.1% |
| Participant deferral / active EE | $6,700 | $3,782+77.2% | $3,096+116.4% | $5,287+26.7% |
| Admin fee / account holder | $4,199 | $4,835-13.1% | $3,139+33.8% | $10,132-58.6% |