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 | $139,115 | $153,772-9.5% | $133,980+3.8% | $273,961-49.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.84% | 36.51%-28.7pp | 29.30%-21.5pp | 41.45%-33.6pp |
| Employer contribution / active EE | $5,039 | $6,029-16.4% | $5,211-3.3% | $4,869+3.5% |
| Participant deferral / active EE | $9,163 | $6,958+31.7% | $6,282+45.9% | $5,287+73.3% |
| Admin fee / account holder | $4,377 | $11,765-62.8% | $9,324-53.1% | $10,132-56.8% |