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 | $89,790 | $181,894-50.6% | $156,549-42.6% | $273,961-67.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.38% | 30.74%-24.4pp | 32.23%-25.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $3,271 | $6,248-47.6% | $5,501-40.5% | $4,869-32.8% |
| Participant deferral / active EE | $8,261 | $5,550+48.8% | $4,871+69.6% | $5,287+56.2% |
| Admin fee / account holder | $556 | $15,559-96.4% | $13,027-95.7% | $10,132-94.5% |