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 | $90,397 | $135,952-33.5% | $123,892-27.0% | $273,961-67.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.19% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,982 | $5,170-61.7% | $4,617-57.1% | $4,869-59.3% |
| Participant deferral / active EE | $6,077 | $6,343-4.2% | $5,984+1.6% | $5,287+14.9% |
| Admin fee / account holder | $3,072 | $9,817-68.7% | $8,357-63.2% | $10,132-69.7% |