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 | $163,436 | $111,301+46.8% | $112,977+44.7% | $158,922+2.8% |
| Participation rate | 90.0% | 83.5%+6.5pp | 82.6%+7.4pp | 82.0%+8.0pp |
| Annual return | 19.61% | 26.40%-6.8pp | 24.24%-4.6pp | 302.83%-283.2pp |
| Employer contribution / active EE | $16,795 | $4,471+275.6% | $4,255+294.7% | $4,761+252.7% |
| Participant deferral / active EE | $6,295 | $5,880+7.1% | $5,836+7.9% | $5,982+5.2% |
| Admin fee / account holder | $1,224 | $8,392-85.4% | $6,294-80.6% | $11,246-89.1% |