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 | $193,655 | $181,894+6.5% | $156,549+23.7% | $273,961-29.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.26% | 30.74%-15.5pp | 32.23%-17.0pp | 41.45%-26.2pp |
| Employer contribution / active EE | $13,041 | $6,248+108.7% | $5,501+137.0% | $4,869+167.8% |
| Participant deferral / active EE | $9,938 | $5,550+79.1% | $4,871+104.0% | $5,287+88.0% |
| Admin fee / account holder | $1,839 | $15,559-88.2% | $13,027-85.9% | $10,132-81.8% |