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 | $130,364 | $99,341+31.2% | $84,750+53.8% | $273,961-52.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.86% | 22.93%-16.1pp | 22.78%-15.9pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,176 | $4,214-72.1% | $3,574-67.1% | $4,869-75.8% |
| Participant deferral / active EE | $7,803 | $4,269+82.8% | $3,712+110.2% | $5,287+47.6% |
| Admin fee / account holder | $3,841 | $6,644-42.2% | $5,332-28.0% | $10,132-62.1% |