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 | $68,056 | $90,503-24.8% | $78,689-13.5% | $273,961-75.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.68% | 75.60%-67.9pp | 62.18%-54.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $3,564 | $3,176+12.2% | $2,851+25.0% | $4,869-26.8% |
| Participant deferral / active EE | $4,302 | $3,901+10.3% | $3,517+22.3% | $5,287-18.6% |
| Admin fee / account holder | $9,304 | $5,263+76.8% | $4,510+106.3% | $10,132-8.2% |