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 | $74,166 | $148,978-50.2% | $200,582-63.0% | $84,808-12.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 19.86% | 28.16%-8.3pp | 42.33%-22.5pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,567 | $4,815-46.7% | $6,419-60.0% | $2,631-2.4% |
| Participant deferral / active EE | $9,929 | $7,142+39.0% | $9,331+6.4% | $4,212+135.8% |
| Admin fee / account holder | $1,154 | $13,977-91.7% | $16,305-92.9% | $7,344-84.3% |