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 | $94,484 | $65,685+43.8% | $57,179+65.2% | $273,961-65.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.61% | 21.99%-14.4pp | 14.59%-7.0pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,206 | $3,279-63.2% | $2,682-55.1% | $4,869-75.2% |
| Participant deferral / active EE | $5,059 | $3,782+33.8% | $3,096+63.4% | $5,287-4.3% |
| Admin fee / account holder | $9,205 | $4,835+90.4% | $3,139+193.2% | $10,132-9.2% |