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 | $62,475 | $96,557-35.3% | $80,975-22.8% | $273,961-77.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.07% | 15.14%-10.1pp | 17.10%-12.0pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,553 | $4,868-47.6% | $3,714-31.3% | $4,869-47.6% |
| Participant deferral / active EE | $5,288 | $6,598-19.8% | $5,696-7.2% | $5,2870% |
| Admin fee / account holder | $698 | $7,492-90.7% | $5,516-87.3% | $10,132-93.1% |