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 | $148,058 | $92,222+60.5% | $76,768+92.9% | $135,375+9.4% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | 1.47% | 5.46%-4.0pp | 2.43%-1.0pp | 519.73%-518.3pp |
| Employer contribution / active EE | $4,564 | $3,216+41.9% | $2,485+83.7% | $4,779-4.5% |
| Participant deferral / active EE | $4,621 | $4,509+2.5% | $3,852+20.0% | $5,609-17.6% |
| Admin fee / account holder | $4,000 | $10,748-62.8% | $6,675-40.1% | $10,827-63.1% |