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 | $43,106 | $99,341-56.6% | $84,750-49.1% | $273,961-84.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.53% | 22.93%-20.4pp | 22.78%-20.3pp | 41.45%-38.9pp |
| Employer contribution / active EE | $10,269 | $4,214+143.7% | $3,574+187.3% | $4,869+110.9% |
| Participant deferral / active EE | $14,633 | $4,269+242.8% | $3,712+294.3% | $5,287+176.8% |
| Admin fee / account holder | $659 | $6,644-90.1% | $5,332-87.6% | $10,132-93.5% |