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 | $56,010 | $181,894-69.2% | $156,549-64.2% | $273,961-79.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.89% | 30.74%-18.8pp | 32.23%-20.3pp | 41.45%-29.6pp |
| Employer contribution / active EE | $6,516 | $6,248+4.3% | $5,501+18.4% | $4,869+33.8% |
| Participant deferral / active EE | $5,982 | $5,550+7.8% | $4,871+22.8% | $5,287+13.1% |
| Admin fee / account holder | $393 | $15,559-97.5% | $13,027-97.0% | $10,132-96.1% |