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 | $56,386 | $181,894-69.0% | $156,549-64.0% | $273,961-79.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.79% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,016 | $6,248-51.7% | $5,501-45.2% | $4,869-38.1% |
| Participant deferral / active EE | $4,959 | $5,550-10.7% | $4,871+1.8% | $5,287-6.2% |
| Admin fee / account holder | $1,607 | $15,559-89.7% | $13,027-87.7% | $10,132-84.1% |