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 | $120,649 | $153,772-21.5% | $133,980-9.9% | $273,961-56.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.66% | 36.51%-30.9pp | 29.30%-23.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $4,928 | $6,029-18.3% | $5,211-5.4% | $4,869+1.2% |
| Participant deferral / active EE | $17,117 | $6,958+146.0% | $6,282+172.5% | $5,287+223.7% |
| Admin fee / account holder | $7,642 | $11,765-35.0% | $9,324-18.0% | $10,132-24.6% |