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 | $89,278 | $116,462-23.3% | $101,347-11.9% | $116,462-23.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 71.9%+28.1pp | 74.7%+25.3pp |
| Annual return | 13.24% | 15.65%-2.4pp | -44.15%+57.4pp | 15.65%-2.4pp |
| Employer contribution / active EE | $1,562 | $3,231-51.6% | $1,685-7.3% | $3,231-51.6% |
| Participant deferral / active EE | $3,308 | $3,836-13.8% | $2,328+42.1% | $3,836-13.8% |
| Admin fee / account holder | $2,949 | $12,754-76.9% | $3,532-16.5% | $12,754-76.9% |