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 | $116,875-23.6% | $141,084-36.7% | $116,875-23.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 63.5%+36.5pp | 74.5%+25.5pp |
| Annual return | 13.24% | 16.29%-3.1pp | -42.88%+56.1pp | 16.29%-3.1pp |
| Employer contribution / active EE | $1,562 | $3,288-52.5% | $2,224-29.8% | $3,288-52.5% |
| Participant deferral / active EE | $3,308 | $3,885-14.9% | $1,670+98.1% | $3,885-14.9% |
| Admin fee / account holder | $2,949 | $12,263-76.0% | $3,020-2.4% | $12,263-76.0% |