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 | $145,920 | $105,630+38.1% | $87,507+66.8% | $273,961-46.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.12% | 12.25%-8.1pp | 12.21%-8.1pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,292 | $3,141-58.8% | $2,550-49.3% | $4,869-73.5% |
| Participant deferral / active EE | $6,000 | $3,601+66.6% | $3,149+90.6% | $5,287+13.5% |
| Admin fee / account holder | $1,265 | $4,781-73.5% | $4,221-70.0% | $10,132-87.5% |