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 | $128,852 | $153,772-16.2% | $133,980-3.8% | $273,961-53.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.59% | 36.51%-26.9pp | 29.30%-19.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $5,079 | $6,029-15.8% | $5,211-2.5% | $4,869+4.3% |
| Participant deferral / active EE | $12,349 | $6,958+77.5% | $6,282+96.6% | $5,287+133.6% |
| Admin fee / account holder | $3,239 | $11,765-72.5% | $9,324-65.3% | $10,132-68.0% |