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 | $153,293 | $176,812-13.3% | $146,665+4.5% | $167,490-8.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 23.21% | 24.03%-0.8pp | 22.74%+0.5pp | 478.56%-455.3pp |
| Employer contribution / active EE | $8,300 | $5,160+60.9% | $4,136+100.7% | $4,837+71.6% |
| Participant deferral / active EE | $6,600 | $6,440+2.5% | $5,506+19.9% | $6,341+4.1% |
| Admin fee / account holder | $1,005 | $13,259-92.4% | $10,280-90.2% | $12,309-91.8% |