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 | $119,987 | $162,781-26.3% | $133,956-10.4% | $158,922-24.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.87% | 41.94%-34.1pp | 45.09%-37.2pp | 302.83%-295.0pp |
| Employer contribution / active EE | $6,538 | $4,975+31.4% | $3,919+66.9% | $4,761+37.3% |
| Participant deferral / active EE | $4,749 | $5,911-19.7% | $5,048-5.9% | $5,982-20.6% |
| Admin fee / account holder | $8,961 | $11,736-23.6% | $8,927+0.4% | $11,246-20.3% |