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 | $92,736 | $136,307-32.0% | $106,619-13.0% | $273,961-66.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 8.57% | 11.05%-2.5pp | 9.42%-0.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $5,020 | $5,190-3.3% | $3,947+27.2% | $4,869+3.1% |
| Participant deferral / active EE | $5,073 | $4,969+2.1% | $3,930+29.1% | $5,287-4.0% |
| Admin fee / account holder | $14,951 | $8,625+73.3% | $6,418+132.9% | $10,132+47.6% |