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 | $103,955 | $132,239-21.4% | $105,722-1.7% | $273,961-62.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 7.02% | 10.07%-3.0pp | 12.25%-5.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $3,959 | $4,867-18.7% | $4,079-2.9% | $4,869-18.7% |
| Participant deferral / active EE | $4,311 | $6,233-30.8% | $5,326-19.1% | $5,287-18.5% |
| Admin fee / account holder | $2,008 | $12,032-83.3% | $8,308-75.8% | $10,132-80.2% |