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 | $58,759 | $96,557-39.1% | $80,975-27.4% | $273,961-78.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.39% | 15.14%-8.7pp | 17.10%-10.7pp | 41.45%-35.1pp |
| Employer contribution / active EE | $3,928 | $4,868-19.3% | $3,714+5.7% | $4,869-19.3% |
| Participant deferral / active EE | $2,806 | $6,598-57.5% | $5,696-50.7% | $5,287-46.9% |
| Admin fee / account holder | $2,661 | $7,492-64.5% | $5,516-51.7% | $10,132-73.7% |