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 | $87,902 | $132,239-33.5% | $105,722-16.9% | $273,961-67.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.04% | 10.07%-4.0pp | 12.25%-6.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,526 | $4,867-48.1% | $4,079-38.1% | $4,869-48.1% |
| Participant deferral / active EE | $8,157 | $6,233+30.9% | $5,326+53.2% | $5,287+54.3% |
| Admin fee / account holder | $1,913 | $12,032-84.1% | $8,308-77.0% | $10,132-81.1% |