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 | $93,935 | $65,685+43.0% | $57,179+64.3% | $273,961-65.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.28% | 21.99%-16.7pp | 14.59%-9.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $3,462 | $3,279+5.6% | $2,682+29.1% | $4,869-28.9% |
| Participant deferral / active EE | $11,618 | $3,782+207.2% | $3,096+275.3% | $5,287+119.7% |
| Admin fee / account holder | $3,972 | $4,835-17.8% | $3,139+26.5% | $10,132-60.8% |