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 | $80,724 | $65,685+22.9% | $57,179+41.2% | $273,961-70.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.67% | 21.99%-15.3pp | 14.59%-7.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,069 | $3,279-36.9% | $2,682-22.9% | $4,869-57.5% |
| Participant deferral / active EE | $8,543 | $3,782+125.9% | $3,096+175.9% | $5,287+61.6% |
| Admin fee / account holder | $1,689 | $4,835-65.1% | $3,139-46.2% | $10,132-83.3% |