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 | $40,575 | $132,239-69.3% | $105,722-61.6% | $273,961-85.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 9.83% | 10.07%-0.2pp | 12.25%-2.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,845 | $4,867-62.1% | $4,079-54.8% | $4,869-62.1% |
| Participant deferral / active EE | $3,480 | $6,233-44.2% | $5,326-34.7% | $5,287-34.2% |
| Admin fee / account holder | $11,014 | $12,032-8.5% | $8,308+32.6% | $10,132+8.7% |