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 | $55,394 | $181,894-69.5% | $156,549-64.6% | $273,961-79.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 21.56% | 30.74%-9.2pp | 32.23%-10.7pp | 41.45%-19.9pp |
| Employer contribution / active EE | $3,939 | $6,248-37.0% | $5,501-28.4% | $4,869-19.1% |
| Participant deferral / active EE | $3,919 | $5,550-29.4% | $4,871-19.5% | $5,287-25.9% |
| Admin fee / account holder | $1,740 | $15,559-88.8% | $13,027-86.6% | $10,132-82.8% |