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 4-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 | $165,185 | $179,726-8.1% | $156,263+5.7% | $142,382+16.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.77% | 77.86%-61.1pp | 59.47%-42.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,231 | $5,069-36.3% | $4,333-25.4% | $4,299-24.9% |
| Participant deferral / active EE | $6,706 | $6,956-3.6% | $6,158+8.9% | $6,507+3.1% |
| Admin fee / account holder | $18,549 | $17,272+7.4% | $14,255+30.1% | $12,624+46.9% |