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 | $163,066 | $153,772+6.0% | $133,980+21.7% | $273,961-40.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.14% | 36.51%-29.4pp | 29.30%-22.2pp | 41.45%-34.3pp |
| Employer contribution / active EE | $3,912 | $6,029-35.1% | $5,211-24.9% | $4,869-19.7% |
| Participant deferral / active EE | $13,008 | $6,958+86.9% | $6,282+107.1% | $5,287+146.0% |
| Admin fee / account holder | $4,793 | $11,765-59.3% | $9,324-48.6% | $10,132-52.7% |