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 | $169,310 | $181,894-6.9% | $156,549+8.2% | $273,961-38.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 24.79% | 30.74%-6.0pp | 32.23%-7.4pp | 41.45%-16.7pp |
| Employer contribution / active EE | $5,458 | $6,248-12.6% | $5,501-0.8% | $4,869+12.1% |
| Participant deferral / active EE | $5,033 | $5,550-9.3% | $4,871+3.3% | $5,287-4.8% |
| Admin fee / account holder | $4,337 | $15,559-72.1% | $13,027-66.7% | $10,132-57.2% |