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 | $76,031 | $99,341-23.5% | $84,750-10.3% | $273,961-72.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.49% | 22.93%-18.4pp | 22.78%-18.3pp | 41.45%-37.0pp |
| Employer contribution / active EE | $2,010 | $4,214-52.3% | $3,574-43.8% | $4,869-58.7% |
| Participant deferral / active EE | $3,568 | $4,269-16.4% | $3,712-3.9% | $5,287-32.5% |
| Admin fee / account holder | $711 | $6,644-89.3% | $5,332-86.7% | $10,132-93.0% |