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 | $139,612 | $99,341+40.5% | $84,750+64.7% | $273,961-49.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.07% | 22.93%-17.9pp | 22.78%-17.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $10,375 | $4,214+146.2% | $3,574+190.3% | $4,869+113.1% |
| Participant deferral / active EE | $8,470 | $4,269+98.4% | $3,712+128.2% | $5,287+60.2% |
| Admin fee / account holder | $856 | $6,644-87.1% | $5,332-83.9% | $10,132-91.6% |