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 | $167,565 | $88,707+88.9% | $74,183+125.9% | $273,961-38.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.87% | 11.94%-8.1pp | 17.74%-13.9pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,948 | $3,159-38.3% | $2,370-17.8% | $4,869-60.0% |
| Participant deferral / active EE | $8,146 | $4,212+93.4% | $3,550+129.5% | $5,287+54.1% |
| Admin fee / account holder | $5,046 | $8,717-42.1% | $5,586-9.7% | $10,132-50.2% |