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 | $188,739 | $214,378-12.0% | $200,582-5.9% | $142,382+32.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.69% | 46.41%-30.7pp | 42.33%-26.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,521 | $6,841-48.5% | $6,419-45.1% | $4,299-18.1% |
| Participant deferral / active EE | $13,504 | $9,865+36.9% | $9,331+44.7% | $6,507+107.5% |
| Admin fee / account holder | $21,744 | $17,692+22.9% | $16,305+33.4% | $12,624+72.2% |