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 | $24,778 | $96,557-74.3% | $80,975-69.4% | $273,961-91.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 14.08% | 15.14%-1.1pp | 17.10%-3.0pp | 41.45%-27.4pp |
| Employer contribution / active EE | $3,671 | $4,868-24.6% | $3,714-1.2% | $4,869-24.6% |
| Participant deferral / active EE | $4,483 | $6,598-32.1% | $5,696-21.3% | $5,287-15.2% |
| Admin fee / account holder | $738 | $7,492-90.2% | $5,516-86.6% | $10,132-92.7% |