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 | $92,341 | $65,685+40.6% | $57,179+61.5% | $273,961-66.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.61% | 21.99%-11.4pp | 14.59%-4.0pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,813 | $3,279-44.7% | $2,682-32.4% | $4,869-62.8% |
| Participant deferral / active EE | $5,832 | $3,782+54.2% | $3,096+88.4% | $5,287+10.3% |
| Admin fee / account holder | $617 | $4,835-87.2% | $3,139-80.4% | $10,132-93.9% |