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 | $51,863 | $99,341-47.8% | $84,750-38.8% | $273,961-81.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.72% | 22.93%-15.2pp | 22.78%-15.1pp | 41.45%-33.7pp |
| Employer contribution / active EE | $9,178 | $4,214+117.8% | $3,574+156.8% | $4,869+88.5% |
| Participant deferral / active EE | $13,170 | $4,269+208.5% | $3,712+254.8% | $5,287+149.1% |
| Admin fee / account holder | $512 | $6,644-92.3% | $5,332-90.4% | $10,132-94.9% |