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 | $179,253 | $181,894-1.5% | $156,549+14.5% | $273,961-34.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.03% | 30.74%-20.7pp | 32.23%-22.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $9,085 | $6,248+45.4% | $5,501+65.1% | $4,869+86.6% |
| Participant deferral / active EE | $4,436 | $5,550-20.1% | $4,871-8.9% | $5,287-16.1% |
| Admin fee / account holder | $2,606 | $15,559-83.3% | $13,027-80.0% | $10,132-74.3% |