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 | $54,819 | $90,503-39.4% | $78,689-30.3% | $273,961-80.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.50% | 75.60%-68.1pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,936 | $3,176-7.5% | $2,851+3.0% | $4,869-39.7% |
| Participant deferral / active EE | $5,201 | $3,901+33.3% | $3,517+47.9% | $5,287-1.6% |
| Admin fee / account holder | $3,171 | $5,263-39.8% | $4,510-29.7% | $10,132-68.7% |