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 | $58,838 | $135,952-56.7% | $123,892-52.5% | $273,961-78.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.08% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,255 | $5,170-56.4% | $4,617-51.2% | $4,869-53.7% |
| Participant deferral / active EE | $6,885 | $6,343+8.6% | $5,984+15.1% | $5,287+30.2% |
| Admin fee / account holder | $7,941 | $9,817-19.1% | $8,357-5.0% | $10,132-21.6% |