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 | $142,953 | $99,341+43.9% | $84,750+68.7% | $273,961-47.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.48% | 22.93%-17.5pp | 22.78%-17.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $9,926 | $4,214+135.6% | $3,574+177.7% | $4,869+103.9% |
| Participant deferral / active EE | $6,338 | $4,269+48.5% | $3,712+70.8% | $5,287+19.9% |
| Admin fee / account holder | $28,571 | $6,644+330.0% | $5,332+435.8% | $10,132+182.0% |