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 | $180,584 | $215,361-16.1% | $171,082+5.6% | $273,961-34.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.18% | 25.14%-21.0pp | 32.56%-28.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $5,556 | $4,967+11.9% | $4,002+38.8% | $4,869+14.1% |
| Participant deferral / active EE | $10,314 | $5,543+86.1% | $4,797+115.0% | $5,287+95.1% |
| Admin fee / account holder | $389 | $10,846-96.4% | $8,520-95.4% | $10,132-96.2% |