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 | $81,574 | $95,803-14.9% | $113,168-27.9% | $84,808-3.8% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 24.85% | 25.00%-0.2pp | 24.27%+0.6pp | 40.90%-16.0pp |
| Employer contribution / active EE | $1,146 | $2,360-51.4% | $2,975-61.5% | $2,631-56.4% |
| Participant deferral / active EE | $4,709 | $4,242+11.0% | $5,107-7.8% | $4,212+11.8% |
| Admin fee / account holder | $14,092 | $8,989+56.8% | $12,068+16.8% | $7,344+91.9% |