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 | $159,102 | $153,772+3.5% | $133,980+18.8% | $273,961-41.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.38% | 36.51%-28.1pp | 29.30%-20.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $12,030 | $6,029+99.5% | $5,211+130.8% | $4,869+147.1% |
| Participant deferral / active EE | $7,424 | $6,958+6.7% | $6,282+18.2% | $5,287+40.4% |
| Admin fee / account holder | $10,250 | $11,765-12.9% | $9,324+9.9% | $10,132+1.2% |