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 | $213,177 | $153,772+38.6% | $133,980+59.1% | $273,961-22.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.09% | 36.51%-22.4pp | 29.30%-15.2pp | 41.45%-27.4pp |
| Employer contribution / active EE | $4,189 | $6,029-30.5% | $5,211-19.6% | $4,869-14.0% |
| Participant deferral / active EE | $6,749 | $6,958-3.0% | $6,282+7.4% | $5,287+27.6% |
| Admin fee / account holder | $21,097 | $11,765+79.3% | $9,324+126.3% | $10,132+108.2% |