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 | $89,316 | $105,630-15.4% | $87,507+2.1% | $273,961-67.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.10% | 12.25%-6.2pp | 12.21%-6.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $17,099 | $3,141+444.5% | $2,550+570.6% | $4,869+251.2% |
| Participant deferral / active EE | $5,274 | $3,601+46.5% | $3,149+67.5% | $5,287-0.2% |
| Admin fee / account holder | $11,680 | $4,781+144.3% | $4,221+176.7% | $10,132+15.3% |