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 | $93,665 | $181,894-48.5% | $156,549-40.2% | $273,961-65.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.58% | 30.74%-23.2pp | 32.23%-24.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $4,358 | $6,248-30.3% | $5,501-20.8% | $4,869-10.5% |
| Participant deferral / active EE | $5,867 | $5,550+5.7% | $4,871+20.4% | $5,287+11.0% |
| Admin fee / account holder | $311 | $15,559-98.0% | $13,027-97.6% | $10,132-96.9% |