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 | $60,967 | $96,557-36.9% | $80,975-24.7% | $273,961-77.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 10.06% | 15.14%-5.1pp | 17.10%-7.0pp | 41.45%-31.4pp |
| Employer contribution / active EE | $4,200 | $4,868-13.7% | $3,714+13.1% | $4,869-13.7% |
| Participant deferral / active EE | $6,331 | $6,598-4.0% | $5,696+11.1% | $5,287+19.7% |
| Admin fee / account holder | $541 | $7,492-92.8% | $5,516-90.2% | $10,132-94.7% |