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 | $91,752 | $105,630-13.1% | $87,507+4.9% | $273,961-66.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 3.59% | 12.25%-8.7pp | 12.21%-8.6pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,953 | $3,141-37.8% | $2,550-23.4% | $4,869-59.9% |
| Participant deferral / active EE | $4,050 | $3,601+12.5% | $3,149+28.6% | $5,287-23.4% |
| Admin fee / account holder | $787 | $4,781-83.5% | $4,221-81.3% | $10,132-92.2% |