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 | $133,927 | $88,707+51.0% | $74,183+80.5% | $273,961-51.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.52% | 11.94%-7.4pp | 17.74%-13.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,851 | $3,159-41.4% | $2,370-21.9% | $4,869-62.0% |
| Participant deferral / active EE | $5,859 | $4,212+39.1% | $3,550+65.1% | $5,287+10.8% |
| Admin fee / account holder | $27,249 | $8,717+212.6% | $5,586+387.8% | $10,132+168.9% |