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 | $53,560 | $99,341-46.1% | $84,750-36.8% | $273,961-80.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.63% | 22.93%-17.3pp | 22.78%-17.2pp | 41.45%-35.8pp |
| Employer contribution / active EE | $7,930 | $4,214+88.2% | $3,574+121.9% | $4,869+62.9% |
| Participant deferral / active EE | $8,946 | $4,269+109.5% | $3,712+141.0% | $5,287+69.2% |
| Admin fee / account holder | $603 | $6,644-90.9% | $5,332-88.7% | $10,132-94.1% |