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 | $153,896 | $87,540+75.8% | $75,781+103.1% | $125,391+22.7% |
| Participation rate | 93.3% | 80.2%+13.2pp | 75.8%+17.5pp | 83.2%+10.1pp |
| Annual return | 0.01% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $8,210 | $3,930+108.9% | $3,323+147.0% | $4,866+68.7% |
| Participant deferral / active EE | $8,015 | $4,229+89.5% | $3,651+119.5% | $5,352+49.8% |
| Admin fee / account holder | $5,216 | $6,502-19.8% | $5,299-1.6% | $9,540-45.3% |