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 | $215,313 | $132,239+62.8% | $105,722+103.7% | $273,961-21.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 10.17% | 10.07%+0.1pp | 12.25%-2.1pp | 41.45%-31.3pp |
| Employer contribution / active EE | $4,333 | $4,867-11.0% | $4,079+6.2% | $4,869-11.0% |
| Participant deferral / active EE | $4,333 | $6,233-30.5% | $5,326-18.6% | $5,287-18.0% |
| Admin fee / account holder | $10,017 | $12,032-16.8% | $8,308+20.6% | $10,132-1.1% |