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 | $122,641 | $181,894-32.6% | $156,549-21.7% | $273,961-55.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.59% | 30.74%-21.1pp | 32.23%-22.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $8,853 | $6,248+41.7% | $5,501+60.9% | $4,869+81.8% |
| Participant deferral / active EE | $4,250 | $5,550-23.4% | $4,871-12.8% | $5,287-19.6% |
| Admin fee / account holder | $1,439 | $15,559-90.8% | $13,027-89.0% | $10,132-85.8% |