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 7-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 | $103,225 | $153,772-32.9% | $133,980-23.0% | $273,961-62.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.83% | 36.51%-31.7pp | 29.30%-24.5pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,518 | $6,029-74.8% | $5,211-70.9% | $4,869-68.8% |
| Participant deferral / active EE | $5,220 | $6,958-25.0% | $6,282-16.9% | $5,287-1.3% |
| Admin fee / account holder | $2,031 | $11,765-82.7% | $9,324-78.2% | $10,132-80.0% |