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 | $126,017 | $87,705+43.7% | $63,517+98.4% | $125,391+0.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 2.80% | 21.70%-18.9pp | -70.30%+73.1pp | 282.22%-279.4pp |
| Employer contribution / active EE | $2,957 | $3,601-17.9% | $2,322+27.4% | $4,866-39.2% |
| Participant deferral / active EE | $8,120 | $3,939+106.1% | $2,953+174.9% | $5,352+51.7% |
| Admin fee / account holder | $2,284 | $11,948-80.9% | $5,892-61.2% | $9,540-76.1% |