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 | $206,877 | $181,894+13.7% | $156,549+32.1% | $273,961-24.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.60% | 30.74%-27.1pp | 32.23%-28.6pp | 41.45%-37.8pp |
| Employer contribution / active EE | $12,315 | $6,248+97.1% | $5,501+123.9% | $4,869+152.9% |
| Participant deferral / active EE | $6,223 | $5,550+12.1% | $4,871+27.8% | $5,287+17.7% |
| Admin fee / account holder | $1,865 | $15,559-88.0% | $13,027-85.7% | $10,132-81.6% |