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 | $163,559 | $228,332-28.4% | $185,823-12.0% | $158,922+2.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.72% | 40.80%-33.1pp | 35.95%-28.2pp | 302.83%-295.1pp |
| Employer contribution / active EE | $7,457 | $4,967+50.1% | $4,087+82.4% | $4,761+56.6% |
| Participant deferral / active EE | $2,403 | $6,415-62.5% | $5,632-57.3% | $5,982-59.8% |
| Admin fee / account holder | $33,374 | $11,864+181.3% | $9,500+251.3% | $11,246+196.8% |