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 | $156,066 | $87,540+78.3% | $75,781+105.9% | $125,391+24.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 3.35% | 13.48%-10.1pp | 9.68%-6.3pp | 282.22%-278.9pp |
| Employer contribution / active EE | $838 | $3,930-78.7% | $3,323-74.8% | $4,866-82.8% |
| Participant deferral / active EE | $3,562 | $4,229-15.8% | $3,651-2.4% | $5,352-33.4% |
| Admin fee / account holder | $32,500 | $6,502+399.9% | $5,299+513.3% | $9,540+240.7% |