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 | $37,198 | $124,425-70.1% | $112,040-66.8% | $137,256-72.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.40% | 24.72%-5.3pp | 24.52%-5.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,142 | $3,411-7.9% | $2,954+6.4% | $4,156-24.4% |
| Participant deferral / active EE | $6,058 | $5,718+5.9% | $5,098+18.8% | $6,407-5.4% |
| Admin fee / account holder | $1,094 | $15,207-92.8% | $12,098-91.0% | $12,270-91.1% |