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 | $81,621 | $99,341-17.8% | $84,750-3.7% | $273,961-70.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.77% | 22.93%-17.2pp | 22.78%-17.0pp | 41.45%-35.7pp |
| Employer contribution / active EE | $5,727 | $4,214+35.9% | $3,574+60.2% | $4,869+17.6% |
| Participant deferral / active EE | $5,720 | $4,269+34.0% | $3,712+54.1% | $5,287+8.2% |
| Admin fee / account holder | $390 | $6,644-94.1% | $5,332-92.7% | $10,132-96.1% |