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 | $211,473 | $181,894+16.3% | $156,549+35.1% | $273,961-22.8% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 10.80% | 30.74%-19.9pp | 32.23%-21.4pp | 41.45%-30.7pp |
| Employer contribution / active EE | $8,950 | $6,248+43.2% | $5,501+62.7% | $4,869+83.8% |
| Participant deferral / active EE | $6,070 | $5,550+9.4% | $4,871+24.6% | $5,287+14.8% |
| Admin fee / account holder | $5,485 | $15,559-64.7% | $13,027-57.9% | $10,132-45.9% |