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 | $177,546 | $99,341+78.7% | $84,750+109.5% | $273,961-35.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.35% | 22.93%-14.6pp | 22.78%-14.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $4,272 | $4,214+1.4% | $3,574+19.5% | $4,869-12.3% |
| Participant deferral / active EE | $8,839 | $4,269+107.0% | $3,712+138.1% | $5,287+67.2% |
| Admin fee / account holder | $8,612 | $6,644+29.6% | $5,332+61.5% | $10,132-15.0% |