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 | $183,125 | $111,754+63.9% | $103,333+77.2% | $145,922+25.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.27% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $7,838 | $4,212+86.1% | $3,868+102.7% | $4,660+68.2% |
| Participant deferral / active EE | $3,241 | $5,619-42.3% | $5,057-35.9% | $6,688-51.5% |
| Admin fee / account holder | $2,461 | $9,750-74.8% | $8,355-70.5% | $13,397-81.6% |