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 | $26,220 | $96,557-72.8% | $80,975-67.6% | $273,961-90.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.83% | 15.14%-7.3pp | 17.10%-9.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,941 | $4,868-39.6% | $3,714-20.8% | $4,869-39.6% |
| Participant deferral / active EE | $5,616 | $6,598-14.9% | $5,696-1.4% | $5,287+6.2% |
| Admin fee / account holder | $1,196 | $7,492-84.0% | $5,516-78.3% | $10,132-88.2% |