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 | $98,182 | $181,894-46.0% | $156,549-37.3% | $273,961-64.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.28% | 30.74%-21.5pp | 32.23%-22.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $5,369 | $6,248-14.1% | $5,501-2.4% | $4,869+10.3% |
| Participant deferral / active EE | $4,527 | $5,550-18.4% | $4,871-7.1% | $5,287-14.4% |
| Admin fee / account holder | $723 | $15,559-95.4% | $13,027-94.5% | $10,132-92.9% |