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 | $51,126 | $88,707-42.4% | $74,183-31.1% | $273,961-81.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.20% | 11.94%-6.7pp | 17.74%-12.5pp | 41.45%-36.2pp |
| Employer contribution / active EE | $5,202 | $3,159+64.6% | $2,370+119.5% | $4,869+6.8% |
| Participant deferral / active EE | $6,587 | $4,212+56.4% | $3,550+85.6% | $5,287+24.6% |
| Admin fee / account holder | $978 | $8,717-88.8% | $5,586-82.5% | $10,132-90.3% |