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 | $44,725 | $153,772-70.9% | $133,980-66.6% | $273,961-83.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.25% | 36.51%-27.3pp | 29.30%-20.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $2,487 | $6,029-58.7% | $5,211-52.3% | $4,869-48.9% |
| Participant deferral / active EE | $4,576 | $6,958-34.2% | $6,282-27.2% | $5,287-13.4% |
| Admin fee / account holder | $1,034 | $11,765-91.2% | $9,324-88.9% | $10,132-89.8% |