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 | $149,993 | $181,894-17.5% | $156,549-4.2% | $273,961-45.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.58% | 30.74%-25.2pp | 32.23%-26.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $6,500 | $6,248+4.0% | $5,501+18.2% | $4,869+33.5% |
| Participant deferral / active EE | $6,183 | $5,550+11.4% | $4,871+26.9% | $5,287+16.9% |
| Admin fee / account holder | $1,301 | $15,559-91.6% | $13,027-90.0% | $10,132-87.2% |