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 | $167,205 | $153,772+8.7% | $133,980+24.8% | $273,961-39.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.20% | 36.51%-31.3pp | 29.30%-24.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $13,766 | $6,029+128.3% | $5,211+164.2% | $4,869+182.7% |
| Participant deferral / active EE | $9,425 | $6,958+35.5% | $6,282+50.0% | $5,287+78.3% |
| Admin fee / account holder | $4,895 | $11,765-58.4% | $9,324-47.5% | $10,132-51.7% |