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 | $184,541 | $209,336-11.8% | $197,124-6.4% | $137,256+34.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.65% | 48.09%-34.4pp | 44.34%-30.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,750 | $6,591-58.3% | $6,227-55.8% | $4,156-33.8% |
| Participant deferral / active EE | $11,951 | $9,614+24.3% | $9,135+30.8% | $6,407+86.5% |
| Admin fee / account holder | $2,459 | $17,308-85.8% | $16,298-84.9% | $12,270-80.0% |