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 | $187,673 | $153,772+22.0% | $133,980+40.1% | $273,961-31.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.15% | 36.51%-26.4pp | 29.30%-19.1pp | 41.45%-31.3pp |
| Employer contribution / active EE | $3,278 | $6,029-45.6% | $5,211-37.1% | $4,869-32.7% |
| Participant deferral / active EE | $10,479 | $6,958+50.6% | $6,282+66.8% | $5,287+98.2% |
| Admin fee / account holder | $3,841 | $11,765-67.3% | $9,324-58.8% | $10,132-62.1% |