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 | $123,973 | $153,772-19.4% | $133,980-7.5% | $273,961-54.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.52% | 36.51%-23.0pp | 29.30%-15.8pp | 41.45%-27.9pp |
| Employer contribution / active EE | $5,887 | $6,029-2.3% | $5,211+13.0% | $4,869+20.9% |
| Participant deferral / active EE | $10,528 | $6,958+51.3% | $6,282+67.6% | $5,287+99.1% |
| Admin fee / account holder | $816 | $11,765-93.1% | $9,324-91.2% | $10,132-91.9% |