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 | $75,637 | $105,630-28.4% | $87,507-13.6% | $273,961-72.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.00% | 12.25%-7.3pp | 12.21%-7.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $5,541 | $3,141+76.4% | $2,550+117.3% | $4,869+13.8% |
| Participant deferral / active EE | $9,293 | $3,601+158.1% | $3,149+195.1% | $5,287+75.8% |
| Admin fee / account holder | $7,715 | $4,781+61.4% | $4,221+82.8% | $10,132-23.9% |