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 | $80,126 | $105,630-24.1% | $87,507-8.4% | $273,961-70.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.27% | 12.25%-7.0pp | 12.21%-6.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $797 | $3,141-74.6% | $2,550-68.7% | $4,869-83.6% |
| Participant deferral / active EE | $1,251 | $3,601-65.3% | $3,149-60.3% | $5,287-76.3% |
| Admin fee / account holder | $466 | $4,781-90.2% | $4,221-89.0% | $10,132-95.4% |