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 | $94,007 | $64,307+46.2% | $57,343+63.9% | $125,391-25.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.43% | 25.12%-22.7pp | 24.39%-22.0pp | 282.22%-279.8pp |
| Employer contribution / active EE | $2,976 | $3,193-6.8% | $2,689+10.7% | $4,866-38.8% |
| Participant deferral / active EE | $10,035 | $3,848+160.8% | $3,162+217.3% | $5,352+87.5% |
| Admin fee / account holder | $8,341 | $5,242+59.1% | $3,356+148.6% | $9,540-12.6% |