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 | $63,288 | $215,361-70.6% | $171,082-63.0% | $273,961-76.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.94% | 25.14%-17.2pp | 32.56%-24.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,463 | $4,967-30.3% | $4,002-13.5% | $4,869-28.9% |
| Participant deferral / active EE | $8,513 | $5,543+53.6% | $4,797+77.5% | $5,287+61.0% |
| Admin fee / account holder | $338 | $10,846-96.9% | $8,520-96.0% | $10,132-96.7% |