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 | $117,226 | $153,772-23.8% | $133,980-12.5% | $273,961-57.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.95% | 36.51%-27.6pp | 29.30%-20.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,627 | $6,029-56.4% | $5,211-49.6% | $4,869-46.1% |
| Participant deferral / active EE | $5,235 | $6,958-24.8% | $6,282-16.7% | $5,287-1.0% |
| Admin fee / account holder | $454 | $11,765-96.1% | $9,324-95.1% | $10,132-95.5% |