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 | $112,558 | $181,894-38.1% | $156,549-28.1% | $273,961-58.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.24% | 30.74%-21.5pp | 32.23%-23.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $7,466 | $6,248+19.5% | $5,501+35.7% | $4,869+53.3% |
| Participant deferral / active EE | $5,727 | $5,550+3.2% | $4,871+17.6% | $5,287+8.3% |
| Admin fee / account holder | $3,697 | $15,559-76.2% | $13,027-71.6% | $10,132-63.5% |