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 | $77,600 | $99,341-21.9% | $84,750-8.4% | $273,961-71.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.20% | 22.93%-16.7pp | 22.78%-16.6pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,725 | $4,214-35.3% | $3,574-23.8% | $4,869-44.0% |
| Participant deferral / active EE | $6,791 | $4,269+59.1% | $3,712+83.0% | $5,287+28.4% |
| Admin fee / account holder | $610 | $6,644-90.8% | $5,332-88.6% | $10,132-94.0% |