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 | $129,596 | $135,952-4.7% | $123,892+4.6% | $273,961-52.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.59% | 56.63%-48.0pp | 47.52%-38.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $6,426 | $5,170+24.3% | $4,617+39.2% | $4,869+32.0% |
| Participant deferral / active EE | $9,975 | $6,343+57.3% | $5,984+66.7% | $5,287+88.7% |
| Admin fee / account holder | $8,405 | $9,817-14.4% | $8,357+0.6% | $10,132-17.0% |