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 | $108,251 | $181,894-40.5% | $156,549-30.9% | $273,961-60.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.86% | 30.74%-21.9pp | 32.23%-23.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,413 | $6,248-45.4% | $5,501-38.0% | $4,869-29.9% |
| Participant deferral / active EE | $14,450 | $5,550+160.4% | $4,871+196.6% | $5,287+173.3% |
| Admin fee / account holder | $317 | $15,559-98.0% | $13,027-97.6% | $10,132-96.9% |