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 | $158,437 | $162,781-2.7% | $133,956+18.3% | $158,922-0.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 23.21% | 41.94%-18.7pp | 45.09%-21.9pp | 302.83%-279.6pp |
| Employer contribution / active EE | $15,045 | $4,975+202.4% | $3,919+283.9% | $4,761+216.0% |
| Participant deferral / active EE | $12,986 | $5,911+119.7% | $5,048+157.3% | $5,982+117.1% |
| Admin fee / account holder | $8,533 | $11,736-27.3% | $8,927-4.4% | $11,246-24.1% |