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 | $171,318 | $153,772+11.4% | $133,980+27.9% | $273,961-37.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.57% | 36.51%-30.9pp | 29.30%-23.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,778 | $6,029-70.5% | $5,211-65.9% | $4,869-63.5% |
| Participant deferral / active EE | $7,049 | $6,958+1.3% | $6,282+12.2% | $5,287+33.3% |
| Admin fee / account holder | $819 | $11,765-93.0% | $9,324-91.2% | $10,132-91.9% |