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 | $221,679 | $153,772+44.2% | $133,980+65.5% | $273,961-19.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.66% | 36.51%-26.9pp | 29.30%-19.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $4,843 | $6,029-19.7% | $5,211-7.1% | $4,869-0.5% |
| Participant deferral / active EE | $10,320 | $6,958+48.3% | $6,282+64.3% | $5,287+95.2% |
| Admin fee / account holder | $3,600 | $11,765-69.4% | $9,324-61.4% | $10,132-64.5% |