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 | $166,867 | $65,685+154.0% | $57,179+191.8% | $273,961-39.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 3.52% | 21.99%-18.5pp | 14.59%-11.1pp | 41.45%-37.9pp |
| Employer contribution / active EE | $16,932 | $3,279+416.4% | $2,682+531.2% | $4,869+247.8% |
| Participant deferral / active EE | $13,067 | $3,782+245.5% | $3,096+322.0% | $5,287+147.1% |
| Admin fee / account holder | $951 | $4,835-80.3% | $3,139-69.7% | $10,132-90.6% |