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 | $81,141 | $153,772-47.2% | $133,980-39.4% | $273,961-70.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.84% | 36.51%-20.7pp | 29.30%-13.5pp | 41.45%-25.6pp |
| Employer contribution / active EE | $4,417 | $6,029-26.7% | $5,211-15.2% | $4,869-9.3% |
| Participant deferral / active EE | $8,332 | $6,958+19.7% | $6,282+32.6% | $5,287+57.6% |
| Admin fee / account holder | $2,371 | $11,765-79.8% | $9,324-74.6% | $10,132-76.6% |