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 | $141,828 | $88,707+59.9% | $74,183+91.2% | $273,961-48.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.21% | 11.94%-3.7pp | 17.74%-9.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,246 | $3,159-28.9% | $2,370-5.2% | $4,869-53.9% |
| Participant deferral / active EE | $7,969 | $4,212+89.2% | $3,550+124.5% | $5,287+50.7% |
| Admin fee / account holder | $1,185 | $8,717-86.4% | $5,586-78.8% | $10,132-88.3% |