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 | $172,188 | $181,894-5.3% | $156,549+10.0% | $273,961-37.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.80% | 30.74%-20.9pp | 32.23%-22.4pp | 41.45%-31.7pp |
| Employer contribution / active EE | $2,825 | $6,248-54.8% | $5,501-48.6% | $4,869-42.0% |
| Participant deferral / active EE | $8,030 | $5,550+44.7% | $4,871+64.9% | $5,287+51.9% |
| Admin fee / account holder | $8,919 | $15,559-42.7% | $13,027-31.5% | $10,132-12.0% |