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 | $130,418 | $88,707+47.0% | $74,183+75.8% | $273,961-52.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.77% | 11.94%-2.2pp | 17.74%-8.0pp | 41.45%-31.7pp |
| Employer contribution / active EE | $2,649 | $3,159-16.2% | $2,370+11.8% | $4,869-45.6% |
| Participant deferral / active EE | $5,209 | $4,212+23.7% | $3,550+46.8% | $5,287-1.5% |
| Admin fee / account holder | $17,907 | $8,717+105.4% | $5,586+220.6% | $10,132+76.7% |