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 | $63,416 | $132,239-52.0% | $105,722-40.0% | $273,961-76.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 7.43% | 10.07%-2.6pp | 12.25%-4.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $4,270 | $4,867-12.3% | $4,079+4.7% | $4,869-12.3% |
| Participant deferral / active EE | $6,554 | $6,233+5.2% | $5,326+23.1% | $5,287+24.0% |
| Admin fee / account holder | $737 | $12,032-93.9% | $8,308-91.1% | $10,132-92.7% |