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 | $100,320 | $93,071+7.8% | $74,583+34.5% | $273,961-63.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.20% | 26.18%-19.0pp | 20.47%-13.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,654 | $3,160-16.0% | $2,525+5.1% | $4,869-45.5% |
| Participant deferral / active EE | $5,360 | $4,160+28.9% | $3,458+55.0% | $5,287+1.4% |
| Admin fee / account holder | $2,637 | $5,272-50.0% | $4,138-36.3% | $10,132-74.0% |