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 | $81,265 | $116,875-30.5% | $621,730-86.9% | $116,875-30.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 90.8%+9.2pp | 74.5%+25.5pp |
| Annual return | 15.88% | 16.29%-0.4pp | 10.76%+5.1pp | 16.29%-0.4pp |
| Employer contribution / active EE | $2,226 | $3,288-32.3% | $9,871-77.4% | $3,288-32.3% |
| Participant deferral / active EE | $6,526 | $3,885+68.0% | $6,979-6.5% | $3,885+68.0% |
| Admin fee / account holder | $4,616 | $12,263-62.4% | $66,065-93.0% | $12,263-62.4% |