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 | $147,305 | $181,894-19.0% | $156,549-5.9% | $273,961-46.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.85% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $8,327 | $6,248+33.3% | $5,501+51.4% | $4,869+71.0% |
| Participant deferral / active EE | $3,600 | $5,550-35.1% | $4,871-26.1% | $5,287-31.9% |
| Admin fee / account holder | $3,967 | $15,559-74.5% | $13,027-69.5% | $10,132-60.8% |