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 | $74,329 | $132,239-43.8% | $105,722-29.7% | $273,961-72.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 4.47% | 10.07%-5.6pp | 12.25%-7.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $5,054 | $4,867+3.9% | $4,079+23.9% | $4,869+3.8% |
| Participant deferral / active EE | $11,176 | $6,233+79.3% | $5,326+109.9% | $5,287+111.4% |
| Admin fee / account holder | $2,913 | $12,032-75.8% | $8,308-64.9% | $10,132-71.2% |