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 | $48,420 | $99,341-51.3% | $84,750-42.9% | $273,961-82.3% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 7.68% | 22.93%-15.2pp | 22.78%-15.1pp | 41.45%-33.8pp |
| Employer contribution / active EE | $18,604 | $4,214+341.5% | $3,574+420.5% | $4,869+282.1% |
| Participant deferral / active EE | $6,802 | $4,269+59.3% | $3,712+83.3% | $5,287+28.6% |
| Admin fee / account holder | $2,217 | $6,644-66.6% | $5,332-58.4% | $10,132-78.1% |