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 | $93,822 | $99,341-5.6% | $84,750+10.7% | $273,961-65.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.99% | 22.93%-14.9pp | 22.78%-14.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $5,749 | $4,214+36.4% | $3,574+60.8% | $4,869+18.1% |
| Participant deferral / active EE | $5,346 | $4,269+25.2% | $3,712+44.0% | $5,287+1.1% |
| Admin fee / account holder | $699 | $6,644-89.5% | $5,332-86.9% | $10,132-93.1% |