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 | $106,771 | $93,071+14.7% | $74,583+43.2% | $273,961-61.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.95% | 26.18%-20.2pp | 20.47%-14.5pp | 41.45%-35.5pp |
| Employer contribution / active EE | $6,079 | $3,160+92.4% | $2,525+140.7% | $4,869+24.9% |
| Participant deferral / active EE | $3,985 | $4,160-4.2% | $3,458+15.3% | $5,287-24.6% |
| Admin fee / account holder | $10,706 | $5,272+103.1% | $4,138+158.8% | $10,132+5.7% |