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 | $89,406 | $127,386-29.8% | $115,037-22.3% | $125,391-28.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.54% | 31.28%-29.7pp | 26.14%-24.6pp | 282.22%-280.7pp |
| Employer contribution / active EE | $2,697 | $5,166-47.8% | $4,608-41.5% | $4,866-44.6% |
| Participant deferral / active EE | $4,799 | $6,423-25.3% | $6,026-20.4% | $5,352-10.3% |
| Admin fee / account holder | $52,524 | $9,516+451.9% | $8,175+542.5% | $9,540+450.5% |