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 | $126,704 | $153,772-17.6% | $133,980-5.4% | $273,961-53.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.04% | 36.51%-29.5pp | 29.30%-22.3pp | 41.45%-34.4pp |
| Employer contribution / active EE | $3,261 | $6,029-45.9% | $5,211-37.4% | $4,869-33.0% |
| Participant deferral / active EE | $5,938 | $6,958-14.7% | $6,282-5.5% | $5,287+12.3% |
| Admin fee / account holder | $2,817 | $11,765-76.1% | $9,324-69.8% | $10,132-72.2% |