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 | $159,003 | $214,378-25.8% | $200,582-20.7% | $142,382+11.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.73% | 46.41%-28.7pp | 42.33%-24.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $11,834 | $6,841+73.0% | $6,419+84.4% | $4,299+175.3% |
| Participant deferral / active EE | $11,042 | $9,865+11.9% | $9,331+18.3% | $6,507+69.7% |
| Admin fee / account holder | $2,073 | $17,692-88.3% | $16,305-87.3% | $12,624-83.6% |