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 | $90,372 | $99,341-9.0% | $84,750+6.6% | $273,961-67.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.45% | 22.93%-12.5pp | 22.78%-12.3pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,583 | $4,214-62.4% | $3,574-55.7% | $4,869-67.5% |
| Participant deferral / active EE | $5,484 | $4,269+28.5% | $3,712+47.8% | $5,287+3.7% |
| Admin fee / account holder | $884 | $6,644-86.7% | $5,332-83.4% | $10,132-91.3% |