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 | $27,243 | $99,341-72.6% | $84,750-67.9% | $273,961-90.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.84% | 22.93%-20.1pp | 22.78%-19.9pp | 41.45%-38.6pp |
| Employer contribution / active EE | $1,697 | $4,214-59.7% | $3,574-52.5% | $4,869-65.2% |
| Participant deferral / active EE | $5,508 | $4,269+29.0% | $3,712+48.4% | $5,287+4.2% |
| Admin fee / account holder | $37,500 | $6,644+464.4% | $5,332+603.3% | $10,132+270.1% |