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 | $95,989 | $135,952-29.4% | $123,892-22.5% | $273,961-65.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.33% | 56.63%-50.3pp | 47.52%-41.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $874 | $5,170-83.1% | $4,617-81.1% | $4,869-82.0% |
| Participant deferral / active EE | $4,000 | $6,343-36.9% | $5,984-33.2% | $5,287-24.3% |
| Admin fee / account holder | $13,683 | $9,817+39.4% | $8,357+63.7% | $10,132+35.1% |