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 | $83,648 | $86,929-3.8% | $102,423-18.3% | $80,856+3.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.04% | 18.88%-4.8pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $6,244 | $2,369+163.5% | $3,023+106.5% | $2,755+126.7% |
| Participant deferral / active EE | $11,638 | $4,118+182.6% | $5,053+130.3% | $4,296+170.9% |
| Admin fee / account holder | $2,090 | $8,049-74.0% | $9,451-77.9% | $6,918-69.8% |