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 | $155,998 | $127,065+22.8% | $113,168+37.8% | $142,382+9.6% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 14.31% | 24.03%-9.7pp | 24.27%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $8,178 | $3,442+137.6% | $2,975+174.9% | $4,299+90.2% |
| Participant deferral / active EE | $5,208 | $5,716-8.9% | $5,107+2.0% | $6,507-20.0% |
| Admin fee / account holder | $3,347 | $15,736-78.7% | $12,068-72.3% | $12,624-73.5% |