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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,807 | $209,336-45.6% | $197,124-42.3% | $137,256-17.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.35% | 48.09%-36.7pp | 44.34%-33.0pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,196 | $6,591-81.8% | $6,227-80.8% | $4,156-71.2% |
| Participant deferral / active EE | $5,716 | $9,614-40.5% | $9,135-37.4% | $6,407-10.8% |
| Admin fee / account holder | $2,275 | $17,308-86.9% | $16,298-86.0% | $12,270-81.5% |