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 | $162,469 | $228,332-28.8% | $185,823-12.6% | $158,922+2.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.14% | 40.80%-29.7pp | 35.95%-24.8pp | 302.83%-291.7pp |
| Employer contribution / active EE | $8,571 | $4,967+72.6% | $4,087+109.7% | $4,761+80.0% |
| Participant deferral / active EE | $8,958 | $6,415+39.7% | $5,632+59.1% | $5,982+49.8% |
| Admin fee / account holder | $5,297 | $11,864-55.3% | $9,500-44.2% | $11,246-52.9% |