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 | $117,476 | $181,894-35.4% | $156,549-25.0% | $273,961-57.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.88% | 30.74%-17.9pp | 32.23%-19.3pp | 41.45%-28.6pp |
| Employer contribution / active EE | $2,574 | $6,248-58.8% | $5,501-53.2% | $4,869-47.1% |
| Participant deferral / active EE | $5,487 | $5,550-1.1% | $4,871+12.6% | $5,287+3.8% |
| Admin fee / account holder | $13,671 | $15,559-12.1% | $13,027+4.9% | $10,132+34.9% |