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 | $128,383 | $153,772-16.5% | $133,980-4.2% | $273,961-53.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.86% | 36.51%-20.7pp | 29.30%-13.4pp | 41.45%-25.6pp |
| Employer contribution / active EE | $6,751 | $6,029+12.0% | $5,211+29.5% | $4,869+38.7% |
| Participant deferral / active EE | $3,305 | $6,958-52.5% | $6,282-47.4% | $5,287-37.5% |
| Admin fee / account holder | $500 | $11,765-95.7% | $9,324-94.6% | $10,132-95.1% |