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 | $128,790 | $153,772-16.2% | $133,980-3.9% | $273,961-53.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.89% | 36.51%-27.6pp | 29.30%-20.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $5,138 | $6,029-14.8% | $5,211-1.4% | $4,869+5.5% |
| Participant deferral / active EE | $9,493 | $6,958+36.4% | $6,282+51.1% | $5,287+79.5% |
| Admin fee / account holder | $12,131 | $11,765+3.1% | $9,324+30.1% | $10,132+19.7% |