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 | $78,232 | $132,239-40.8% | $105,722-26.0% | $273,961-71.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.77% | 10.07%-3.3pp | 12.25%-5.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,019 | $4,867-38.0% | $4,079-26.0% | $4,869-38.0% |
| Participant deferral / active EE | $11,417 | $6,233+83.2% | $5,326+114.4% | $5,287+115.9% |
| Admin fee / account holder | $2,536 | $12,032-78.9% | $8,308-69.5% | $10,132-75.0% |