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 | $56,220 | $132,239-57.5% | $105,722-46.8% | $273,961-79.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.42% | 10.07%-4.6pp | 12.25%-6.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $3,792 | $4,867-22.1% | $4,079-7.0% | $4,869-22.1% |
| Participant deferral / active EE | $7,842 | $6,233+25.8% | $5,326+47.2% | $5,287+48.3% |
| Admin fee / account holder | $13,078 | $12,032+8.7% | $8,308+57.4% | $10,132+29.1% |