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 | $93,254 | $181,894-48.7% | $156,549-40.4% | $273,961-66.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.90% | 30.74%-26.8pp | 32.23%-28.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $14,164 | $6,248+126.7% | $5,501+157.5% | $4,869+190.9% |
| Participant deferral / active EE | $7,973 | $5,550+43.7% | $4,871+63.7% | $5,287+50.8% |
| Admin fee / account holder | $6,148 | $15,559-60.5% | $13,027-52.8% | $10,132-39.3% |