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 | $35,973 | $181,894-80.2% | $156,549-77.0% | $273,961-86.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.47% | 30.74%-22.3pp | 32.23%-23.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $5,739 | $6,248-8.2% | $5,501+4.3% | $4,869+17.9% |
| Participant deferral / active EE | $4,251 | $5,550-23.4% | $4,871-12.7% | $5,287-19.6% |
| Admin fee / account holder | $978 | $15,559-93.7% | $13,027-92.5% | $10,132-90.4% |