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 | $138,833 | $153,772-9.7% | $133,980+3.6% | $273,961-49.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.28% | 36.51%-26.2pp | 29.30%-19.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $13,615 | $6,029+125.8% | $5,211+161.2% | $4,869+179.6% |
| Participant deferral / active EE | $11,251 | $6,958+61.7% | $6,282+79.1% | $5,287+112.8% |
| Admin fee / account holder | $377 | $11,765-96.8% | $9,324-96.0% | $10,132-96.3% |