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 | $135,527 | $99,341+36.4% | $84,750+59.9% | $273,961-50.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.42% | 22.93%-14.5pp | 22.78%-14.4pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,677 | $4,214-36.5% | $3,574-25.1% | $4,869-45.0% |
| Participant deferral / active EE | $7,607 | $4,269+78.2% | $3,712+104.9% | $5,287+43.9% |
| Admin fee / account holder | $5,043 | $6,644-24.1% | $5,332-5.4% | $10,132-50.2% |