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 | $103,368 | $136,307-24.2% | $106,619-3.0% | $273,961-62.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 2.52% | 11.05%-8.5pp | 9.42%-6.9pp | 41.45%-38.9pp |
| Employer contribution / active EE | $3,561 | $5,190-31.4% | $3,947-9.8% | $4,869-26.9% |
| Participant deferral / active EE | $5,393 | $4,969+8.5% | $3,930+37.2% | $5,287+2.0% |
| Admin fee / account holder | $1,125 | $8,625-87.0% | $6,418-82.5% | $10,132-88.9% |