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 | $150,928 | $215,361-29.9% | $171,082-11.8% | $273,961-44.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.08% | 25.14%-22.1pp | 32.56%-29.5pp | 41.45%-38.4pp |
| Employer contribution / active EE | $8,293 | $4,967+67.0% | $4,002+107.2% | $4,869+70.3% |
| Participant deferral / active EE | $8,592 | $5,543+55.0% | $4,797+79.1% | $5,287+62.5% |
| Admin fee / account holder | $588 | $10,846-94.6% | $8,520-93.1% | $10,132-94.2% |