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 | $144,730 | $65,685+120.3% | $57,179+153.1% | $273,961-47.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.89% | 21.99%-15.1pp | 14.59%-7.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,032 | $3,279-38.0% | $2,682-24.3% | $4,869-58.3% |
| Participant deferral / active EE | $9,056 | $3,782+139.5% | $3,096+192.5% | $5,287+71.3% |
| Admin fee / account holder | $6,921 | $4,835+43.1% | $3,139+120.5% | $10,132-31.7% |