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 | $95,580 | $181,894-47.5% | $156,549-38.9% | $273,961-65.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.19% | 30.74%-21.5pp | 32.23%-23.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $7,129 | $6,248+14.1% | $5,501+29.6% | $4,869+46.4% |
| Participant deferral / active EE | $6,422 | $5,550+15.7% | $4,871+31.8% | $5,287+21.5% |
| Admin fee / account holder | $2,918 | $15,559-81.2% | $13,027-77.6% | $10,132-71.2% |