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 | $79,642 | $132,239-39.8% | $105,722-24.7% | $273,961-70.9% |
| Participation rate | 94.1% | 83.2%+10.9pp | 78.9%+15.2pp | 83.0%+11.1pp |
| Annual return | 7.06% | 10.07%-3.0pp | 12.25%-5.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,789 | $4,867-42.7% | $4,079-31.6% | $4,869-42.7% |
| Participant deferral / active EE | $5,404 | $6,233-13.3% | $5,326+1.5% | $5,287+2.2% |
| Admin fee / account holder | $2,954 | $12,032-75.5% | $8,308-64.4% | $10,132-70.8% |