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 | $94,428 | $148,978-36.6% | $200,582-52.9% | $84,808+11.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 19.61% | 28.16%-8.6pp | 42.33%-22.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $7,283 | $4,815+51.2% | $6,419+13.5% | $2,631+176.8% |
| Participant deferral / active EE | $7,900 | $7,142+10.6% | $9,331-15.3% | $4,212+87.6% |
| Admin fee / account holder | $1,103 | $13,977-92.1% | $16,305-93.2% | $7,344-85.0% |