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 | $60,052 | $181,894-67.0% | $156,549-61.6% | $273,961-78.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.88% | 30.74%-24.9pp | 32.23%-26.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,398 | $6,248-77.6% | $5,501-74.6% | $4,869-71.3% |
| Participant deferral / active EE | $2,685 | $5,550-51.6% | $4,871-44.9% | $5,287-49.2% |
| Admin fee / account holder | $3,763 | $15,559-75.8% | $13,027-71.1% | $10,132-62.9% |