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 | $149,741 | $201,259-25.6% | $184,200-18.7% | $145,959+2.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.23% | 28.98%-10.7pp | 28.80%-10.6pp | 561.95%-543.7pp |
| Employer contribution / active EE | $4,476 | $7,018-36.2% | $6,424-30.3% | $4,661-4.0% |
| Participant deferral / active EE | $12,910 | $9,806+31.6% | $9,132+41.4% | $6,689+93.0% |
| Admin fee / account holder | $7,484 | $16,372-54.3% | $13,907-46.2% | $13,398-44.1% |