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 | $169,747 | $153,772+10.4% | $133,980+26.7% | $273,961-38.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.89% | 36.51%-20.6pp | 29.30%-13.4pp | 41.45%-25.6pp |
| Employer contribution / active EE | $5,902 | $6,029-2.1% | $5,211+13.3% | $4,869+21.2% |
| Participant deferral / active EE | $8,382 | $6,958+20.5% | $6,282+33.4% | $5,287+58.5% |
| Admin fee / account holder | $855 | $11,765-92.7% | $9,324-90.8% | $10,132-91.6% |