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 | $144,553 | $181,894-20.5% | $156,549-7.7% | $273,961-47.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.55% | 30.74%-27.2pp | 32.23%-28.7pp | 41.45%-37.9pp |
| Employer contribution / active EE | $8,209 | $6,248+31.4% | $5,501+49.2% | $4,869+68.6% |
| Participant deferral / active EE | $4,549 | $5,550-18.0% | $4,871-6.6% | $5,287-14.0% |
| Admin fee / account holder | $650 | $15,559-95.8% | $13,027-95.0% | $10,132-93.6% |