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 | $137,676 | $135,952+1.3% | $123,892+11.1% | $273,961-49.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.69% | 56.63%-47.9pp | 47.52%-38.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $7,481 | $5,170+44.7% | $4,617+62.0% | $4,869+53.6% |
| Participant deferral / active EE | $17,848 | $6,343+181.4% | $5,984+198.3% | $5,287+237.6% |
| Admin fee / account holder | $5,963 | $9,817-39.3% | $8,357-28.6% | $10,132-41.1% |