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 | $50,418 | $99,341-49.2% | $84,750-40.5% | $273,961-81.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.98% | 22.93%-13.0pp | 22.78%-12.8pp | 41.45%-31.5pp |
| Employer contribution / active EE | $12,449 | $4,214+195.5% | $3,574+248.3% | $4,869+155.7% |
| Participant deferral / active EE | $7,068 | $4,269+65.6% | $3,712+90.4% | $5,287+33.7% |
| Admin fee / account holder | $1,041 | $6,644-84.3% | $5,332-80.5% | $10,132-89.7% |