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 | $153,951 | $181,894-15.4% | $156,549-1.7% | $273,961-43.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.13% | 30.74%-18.6pp | 32.23%-20.1pp | 41.45%-29.3pp |
| Employer contribution / active EE | $10,769 | $6,248+72.4% | $5,501+95.8% | $4,869+121.2% |
| Participant deferral / active EE | $12,228 | $5,550+120.3% | $4,871+151.0% | $5,287+131.3% |
| Admin fee / account holder | $420 | $15,559-97.3% | $13,027-96.8% | $10,132-95.9% |