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 | $197,995 | $181,894+8.9% | $156,549+26.5% | $273,961-27.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.19% | 30.74%-23.6pp | 32.23%-25.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $12,015 | $6,248+92.3% | $5,501+118.4% | $4,869+146.8% |
| Participant deferral / active EE | $8,465 | $5,550+52.5% | $4,871+73.8% | $5,287+60.1% |
| Admin fee / account holder | $2,230 | $15,559-85.7% | $13,027-82.9% | $10,132-78.0% |