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 | $104,985 | $181,894-42.3% | $156,549-32.9% | $273,961-61.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.64% | 30.74%-26.1pp | 32.23%-27.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $7,646 | $6,248+22.4% | $5,501+39.0% | $4,869+57.0% |
| Participant deferral / active EE | $3,683 | $5,550-33.6% | $4,871-24.4% | $5,287-30.3% |
| Admin fee / account holder | $1,635 | $15,559-89.5% | $13,027-87.5% | $10,132-83.9% |