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 | $109,289 | $181,894-39.9% | $156,549-30.2% | $273,961-60.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 19.94% | 30.74%-10.8pp | 32.23%-12.3pp | 41.45%-21.5pp |
| Employer contribution / active EE | $11,237 | $6,248+79.8% | $5,501+104.3% | $4,869+130.8% |
| Participant deferral / active EE | $8,486 | $5,550+52.9% | $4,871+74.2% | $5,287+60.5% |
| Admin fee / account holder | $3,993 | $15,559-74.3% | $13,027-69.4% | $10,132-60.6% |