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 | $187,199 | $201,272-7.0% | $184,203+1.6% | $145,922+28.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.15% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,819 | $7,022-74.1% | $6,427-71.7% | $4,660-61.0% |
| Participant deferral / active EE | $11,868 | $9,806+21.0% | $9,131+30.0% | $6,688+77.5% |
| Admin fee / account holder | $1,430 | $16,364-91.3% | $13,901-89.7% | $13,397-89.3% |