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 | $100,905 | $99,341+1.6% | $84,750+19.1% | $273,961-63.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.39% | 22.93%-14.5pp | 22.78%-14.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,098 | $4,214-26.5% | $3,574-13.3% | $4,869-36.4% |
| Participant deferral / active EE | $9,788 | $4,269+129.3% | $3,712+163.7% | $5,287+85.1% |
| Admin fee / account holder | $3,530 | $6,644-46.9% | $5,332-33.8% | $10,132-65.2% |