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 | $118,758 | $99,341+19.5% | $84,750+40.1% | $273,961-56.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.25% | 22.93%-18.7pp | 22.78%-18.5pp | 41.45%-37.2pp |
| Employer contribution / active EE | $3,501 | $4,214-16.9% | $3,574-2.1% | $4,869-28.1% |
| Participant deferral / active EE | $10,368 | $4,269+142.8% | $3,712+179.3% | $5,287+96.1% |
| Admin fee / account holder | $9,573 | $6,644+44.1% | $5,332+79.5% | $10,132-5.5% |