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 | $80,877 | $96,557-16.2% | $80,975-0.1% | $273,961-70.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.61% | 15.14%-6.5pp | 17.10%-8.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,782 | $4,868-42.9% | $3,714-25.1% | $4,869-42.9% |
| Participant deferral / active EE | $5,849 | $6,598-11.3% | $5,696+2.7% | $5,287+10.6% |
| Admin fee / account holder | $2,070 | $7,492-72.4% | $5,516-62.5% | $10,132-79.6% |