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 | $151,904 | $214,378-29.1% | $200,582-24.3% | $142,382+6.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.20% | 46.41%-32.2pp | 42.33%-28.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $6,276 | $6,841-8.3% | $6,419-2.2% | $4,299+46.0% |
| Participant deferral / active EE | $8,093 | $9,865-18.0% | $9,331-13.3% | $6,507+24.4% |
| Admin fee / account holder | $15,974 | $17,692-9.7% | $16,305-2.0% | $12,624+26.5% |