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 | $133,200 | $201,272-33.8% | $184,203-27.7% | $145,922-8.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.65% | 29.00%-18.4pp | 28.81%-18.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $6,031 | $7,022-14.1% | $6,427-6.2% | $4,660+29.4% |
| Participant deferral / active EE | $7,976 | $9,806-18.7% | $9,131-12.6% | $6,688+19.3% |
| Admin fee / account holder | $13,915 | $16,364-15.0% | $13,901+0.1% | $13,397+3.9% |