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 7-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 | $174,793 | $209,336-16.5% | $197,124-11.3% | $137,256+27.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 51.49% | 48.09%+3.4pp | 44.34%+7.1pp | 220.34%-168.8pp |
| Employer contribution / active EE | $6,231 | $6,591-5.5% | $6,227+0.1% | $4,156+49.9% |
| Participant deferral / active EE | $10,641 | $9,614+10.7% | $9,135+16.5% | $6,407+66.1% |
| Admin fee / account holder | $6,993 | $17,308-59.6% | $16,298-57.1% | $12,270-43.0% |