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 | $170,883 | $215,361-20.7% | $171,082-0.1% | $273,961-37.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.95% | 25.14%-19.2pp | 32.56%-26.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $3,403 | $4,967-31.5% | $4,002-15.0% | $4,869-30.1% |
| Participant deferral / active EE | $17,213 | $5,543+210.5% | $4,797+258.8% | $5,287+225.6% |
| Admin fee / account holder | $2,980 | $10,846-72.5% | $8,520-65.0% | $10,132-70.6% |