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 | $63,662 | $88,707-28.2% | $74,183-14.2% | $273,961-76.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.72% | 11.94%-4.2pp | 17.74%-10.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,765 | $3,159-12.5% | $2,370+16.6% | $4,869-43.2% |
| Participant deferral / active EE | $8,512 | $4,212+102.1% | $3,550+139.8% | $5,287+61.0% |
| Admin fee / account holder | $5,429 | $8,717-37.7% | $5,586-2.8% | $10,132-46.4% |