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 | $85,472 | $78,672+8.6% | $109,143-21.7% | $85,850-0.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.28% | 25.09%-12.8pp | 25.75%-13.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $3,704 | $2,735+35.4% | $3,722-0.5% | $2,565+44.4% |
| Participant deferral / active EE | $2,995 | $3,467-13.6% | $4,653-35.6% | $3,952-24.2% |
| Admin fee / account holder | $2,306 | $5,469-57.8% | $6,752-65.8% | $6,260-63.2% |