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 | $205,216 | $181,894+12.8% | $156,549+31.1% | $273,961-25.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.33% | 30.74%-21.4pp | 32.23%-22.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $7,532 | $6,248+20.6% | $5,501+36.9% | $4,869+54.7% |
| Participant deferral / active EE | $3,873 | $5,550-30.2% | $4,871-20.5% | $5,287-26.7% |
| Admin fee / account holder | $612 | $15,559-96.1% | $13,027-95.3% | $10,132-94.0% |