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 | $33,434 | $90,503-63.1% | $78,689-57.5% | $273,961-87.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.84% | 75.60%-69.8pp | 62.18%-56.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,590 | $3,176-18.4% | $2,851-9.1% | $4,869-46.8% |
| Participant deferral / active EE | $4,381 | $3,901+12.3% | $3,517+24.6% | $5,287-17.1% |
| Admin fee / account holder | $5,095 | $5,263-3.2% | $4,510+13.0% | $10,132-49.7% |