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 | $159,780 | $238,490-33.0% | $180,183-11.3% | $142,382+12.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 11.68% | 33.56%-21.9pp | 27.86%-16.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $5,604 | $6,143-8.8% | $5,039+11.2% | $4,299+30.4% |
| Participant deferral / active EE | $7,120 | $7,996-11.0% | $6,822+4.4% | $6,507+9.4% |
| Admin fee / account holder | $3,832 | $28,866-86.7% | $19,975-80.8% | $12,624-69.6% |