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 | $137,837 | $148,978-7.5% | $200,582-31.3% | $84,808+62.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.87% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,095 | $4,815-35.7% | $6,419-51.8% | $2,631+17.6% |
| Participant deferral / active EE | $8,417 | $7,142+17.8% | $9,331-9.8% | $4,212+99.8% |
| Admin fee / account holder | $3,439 | $13,977-75.4% | $16,305-78.9% | $7,344-53.2% |