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 | $143,748 | $215,361-33.3% | $171,082-16.0% | $273,961-47.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.05% | 25.14%-21.1pp | 32.56%-28.5pp | 41.45%-37.4pp |
| Employer contribution / active EE | $9,560 | $4,967+92.5% | $4,002+138.9% | $4,869+96.3% |
| Participant deferral / active EE | $4,839 | $5,543-12.7% | $4,797+0.9% | $5,287-8.5% |
| Admin fee / account holder | $366 | $10,846-96.6% | $8,520-95.7% | $10,132-96.4% |