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 | $72,747 | $93,071-21.8% | $74,583-2.5% | $273,961-73.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.62% | 26.18%-18.6pp | 20.47%-12.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,973 | $3,160-5.9% | $2,525+17.7% | $4,869-38.9% |
| Participant deferral / active EE | $7,147 | $4,160+71.8% | $3,458+106.7% | $5,287+35.2% |
| Admin fee / account holder | $628 | $5,272-88.1% | $4,138-84.8% | $10,132-93.8% |