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 | $149,526 | $153,772-2.8% | $133,980+11.6% | $273,961-45.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 30.43% | 36.51%-6.1pp | 29.30%+1.1pp | 41.45%-11.0pp |
| Employer contribution / active EE | $9,658 | $6,029+60.2% | $5,211+85.3% | $4,869+98.4% |
| Participant deferral / active EE | $11,182 | $6,958+60.7% | $6,282+78.0% | $5,287+111.5% |
| Admin fee / account holder | $2,801 | $11,765-76.2% | $9,324-70.0% | $10,132-72.4% |