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 | $68,240 | $181,894-62.5% | $156,549-56.4% | $273,961-75.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.38% | 30.74%-20.4pp | 32.23%-21.8pp | 41.45%-31.1pp |
| Employer contribution / active EE | $5,018 | $6,248-19.7% | $5,501-8.8% | $4,869+3.1% |
| Participant deferral / active EE | $4,622 | $5,550-16.7% | $4,871-5.1% | $5,287-12.6% |
| Admin fee / account holder | $577 | $15,559-96.3% | $13,027-95.6% | $10,132-94.3% |