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 | $204,176 | $153,772+32.8% | $133,980+52.4% | $273,961-25.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.65% | 36.51%-29.9pp | 29.30%-22.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $3,891 | $6,029-35.5% | $5,211-25.3% | $4,869-20.1% |
| Participant deferral / active EE | $8,268 | $6,958+18.8% | $6,282+31.6% | $5,287+56.4% |
| Admin fee / account holder | $1,052 | $11,765-91.1% | $9,324-88.7% | $10,132-89.6% |