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 | $170,991 | $99,341+72.1% | $84,750+101.8% | $273,961-37.6% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 6.89% | 22.93%-16.0pp | 22.78%-15.9pp | 41.45%-34.6pp |
| Employer contribution / active EE | $8,333 | $4,214+97.8% | $3,574+133.2% | $4,869+71.2% |
| Participant deferral / active EE | $6,434 | $4,269+50.7% | $3,712+73.4% | $5,287+21.7% |
| Admin fee / account holder | $3,098 | $6,644-53.4% | $5,332-41.9% | $10,132-69.4% |