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 | $199,500 | $214,378-6.9% | $200,582-0.5% | $142,382+40.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.50% | 46.41%-21.9pp | 42.33%-17.8pp | 217.08%-192.6pp |
| Employer contribution / active EE | $3,408 | $6,841-50.2% | $6,419-46.9% | $4,299-20.7% |
| Participant deferral / active EE | $14,358 | $9,865+45.6% | $9,331+53.9% | $6,507+120.7% |
| Admin fee / account holder | $7,960 | $17,692-55.0% | $16,305-51.2% | $12,624-36.9% |