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 | $141,294 | $88,583+59.5% | $88,497+59.7% | $273,961-48.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 4.71% | 5.68%-1.0pp | 7.63%-2.9pp | 41.45%-36.7pp |
| Employer contribution / active EE | $8,649 | $4,502+92.1% | $4,036+114.3% | $4,869+77.6% |
| Participant deferral / active EE | $5,076 | $4,891+3.8% | $4,899+3.6% | $5,287-4.0% |
| Admin fee / account holder | $1,116 | $8,980-87.6% | $6,220-82.0% | $10,132-89.0% |