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 | $237,221 | $181,894+30.4% | $156,549+51.5% | $273,961-13.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.29% | 30.74%-23.5pp | 32.23%-24.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $6,514 | $6,248+4.3% | $5,501+18.4% | $4,869+33.8% |
| Participant deferral / active EE | $5,848 | $5,550+5.4% | $4,871+20.0% | $5,287+10.6% |
| Admin fee / account holder | $7,360 | $15,559-52.7% | $13,027-43.5% | $10,132-27.4% |