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 | $158,587 | $215,361-26.4% | $171,082-7.3% | $273,961-42.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 11.99% | 25.14%-13.1pp | 32.56%-20.6pp | 41.45%-29.5pp |
| Employer contribution / active EE | $1,058 | $4,967-78.7% | $4,002-73.6% | $4,869-78.3% |
| Participant deferral / active EE | $6,994 | $5,543+26.2% | $4,797+45.8% | $5,287+32.3% |
| Admin fee / account holder | $10,076 | $10,846-7.1% | $8,520+18.3% | $10,132-0.6% |