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 | $172,389 | $153,772+12.1% | $133,980+28.7% | $273,961-37.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.08% | 36.51%-32.4pp | 29.30%-25.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $9,000 | $6,029+49.3% | $5,211+72.7% | $4,869+84.9% |
| Participant deferral / active EE | $13,180 | $6,958+89.4% | $6,282+109.8% | $5,287+149.3% |
| Admin fee / account holder | $17,946 | $11,765+52.5% | $9,324+92.5% | $10,132+77.1% |