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 | $132,430 | $181,894-27.2% | $156,549-15.4% | $273,961-51.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.60% | 30.74%-24.1pp | 32.23%-25.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $17,618 | $6,248+182.0% | $5,501+220.3% | $4,869+261.9% |
| Participant deferral / active EE | $12,743 | $5,550+129.6% | $4,871+161.6% | $5,287+141.0% |
| Admin fee / account holder | $313 | $15,559-98.0% | $13,027-97.6% | $10,132-96.9% |