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 | $56,041 | $64,121-12.6% | $78,805-28.9% | $116,875-52.1% |
| Participation rate | 100.0% | 71.0%+29.0pp | 73.6%+26.4pp | 74.5%+25.5pp |
| Annual return | 13.78% | 16.32%-2.5pp | -2.71%+16.5pp | 16.29%-2.5pp |
| Employer contribution / active EE | $1,210 | $2,257-46.4% | $4,059-70.2% | $3,288-63.2% |
| Participant deferral / active EE | $1,576 | $2,757-42.8% | $3,584-56.0% | $3,885-59.4% |
| Admin fee / account holder | $2,856 | $5,745-50.3% | $5,677-49.7% | $12,263-76.7% |