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 | $141,774 | $181,894-22.1% | $156,549-9.4% | $273,961-48.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 8.40% | 30.74%-22.3pp | 32.23%-23.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $17,952 | $6,248+187.3% | $5,501+226.3% | $4,869+268.7% |
| Participant deferral / active EE | $10,500 | $5,550+89.2% | $4,871+115.6% | $5,287+98.6% |
| Admin fee / account holder | $536 | $15,559-96.6% | $13,027-95.9% | $10,132-94.7% |