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 | $198,407 | $201,259-1.4% | $184,200+7.7% | $145,959+35.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.08% | 28.98%-16.9pp | 28.80%-16.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,663 | $7,018-62.1% | $6,424-58.6% | $4,661-42.9% |
| Participant deferral / active EE | $12,656 | $9,806+29.1% | $9,132+38.6% | $6,689+89.2% |
| Admin fee / account holder | $2,412 | $16,372-85.3% | $13,907-82.7% | $13,398-82.0% |