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 | $200,757 | $181,894+10.4% | $156,549+28.2% | $273,961-26.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.23% | 30.74%-27.5pp | 32.23%-29.0pp | 41.45%-38.2pp |
| Employer contribution / active EE | $3,411 | $6,248-45.4% | $5,501-38.0% | $4,869-29.9% |
| Participant deferral / active EE | $10,480 | $5,550+88.8% | $4,871+115.2% | $5,287+98.2% |
| Admin fee / account holder | $2,545 | $15,559-83.6% | $13,027-80.5% | $10,132-74.9% |