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 | $161,319 | $238,490-32.4% | $180,183-10.5% | $142,382+13.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.27% | 33.56%-19.3pp | 27.86%-13.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,931 | $6,143-52.3% | $5,039-41.8% | $4,299-31.8% |
| Participant deferral / active EE | $6,741 | $7,996-15.7% | $6,822-1.2% | $6,507+3.6% |
| Admin fee / account holder | $8,019 | $28,866-72.2% | $19,975-59.9% | $12,624-36.5% |