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 | $76,901 | $154,228-50.1% | $145,433-47.1% | $137,256-44.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.20% | 74.59%-46.4pp | 66.58%-38.4pp | 220.34%-192.1pp |
| Employer contribution / active EE | $3,235 | $4,804-32.7% | $4,554-29.0% | $4,156-22.2% |
| Participant deferral / active EE | $8,821 | $8,216+7.4% | $7,897+11.7% | $6,407+37.7% |
| Admin fee / account holder | $748 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |