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 | $106,739 | $88,707+20.3% | $74,183+43.9% | $273,961-61.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.38% | 11.94%-4.6pp | 17.74%-10.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,278 | $3,159-59.5% | $2,370-46.1% | $4,869-73.8% |
| Participant deferral / active EE | $8,939 | $4,212+112.2% | $3,550+151.8% | $5,287+69.1% |
| Admin fee / account holder | $11,879 | $8,717+36.3% | $5,586+112.7% | $10,132+17.2% |