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 | $169,829 | $132,239+28.4% | $105,722+60.6% | $273,961-38.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.01% | 10.07%-4.1pp | 12.25%-6.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $7,734 | $4,867+58.9% | $4,079+89.6% | $4,869+58.8% |
| Participant deferral / active EE | $11,408 | $6,233+83.0% | $5,326+114.2% | $5,287+115.8% |
| Admin fee / account holder | $1,540 | $12,032-87.2% | $8,308-81.5% | $10,132-84.8% |