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 | $189,374 | $132,239+43.2% | $105,722+79.1% | $273,961-30.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 3.08% | 10.07%-7.0pp | 12.25%-9.2pp | 41.45%-38.4pp |
| Employer contribution / active EE | $7,373 | $4,867+51.5% | $4,079+80.8% | $4,869+51.4% |
| Participant deferral / active EE | $8,268 | $6,233+32.7% | $5,326+55.3% | $5,287+56.4% |
| Admin fee / account holder | $2,053 | $12,032-82.9% | $8,308-75.3% | $10,132-79.7% |