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 | $180,781 | $153,311+17.9% | $109,313+65.4% | $273,961-34.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.84% | 29.86%-24.0pp | 22.07%-16.2pp | 41.45%-35.6pp |
| Employer contribution / active EE | $4,710 | $5,619-16.2% | $3,892+21.0% | $4,869-3.3% |
| Participant deferral / active EE | $6,933 | $3,932+76.3% | $3,166+118.9% | $5,287+31.1% |
| Admin fee / account holder | $10,175 | $8,076+26.0% | $5,666+79.6% | $10,132+0.4% |