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 | $146,677 | $99,341+47.7% | $84,750+73.1% | $273,961-46.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.46% | 22.93%-12.5pp | 22.78%-12.3pp | 41.45%-31.0pp |
| Employer contribution / active EE | $3,678 | $4,214-12.7% | $3,574+2.9% | $4,869-24.5% |
| Participant deferral / active EE | $9,172 | $4,269+114.8% | $3,712+147.1% | $5,287+73.5% |
| Admin fee / account holder | $1,017 | $6,644-84.7% | $5,332-80.9% | $10,132-90.0% |