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 6-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 | $177,527 | $153,772+15.4% | $133,980+32.5% | $273,961-35.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.11% | 36.51%-26.4pp | 29.30%-19.2pp | 41.45%-31.3pp |
| Employer contribution / active EE | $10,291 | $6,029+70.7% | $5,211+97.5% | $4,869+111.4% |
| Participant deferral / active EE | $5,833 | $6,958-16.2% | $6,282-7.1% | $5,287+10.3% |
| Admin fee / account holder | $4,052 | $11,765-65.6% | $9,324-56.5% | $10,132-60.0% |