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 | $122,336 | $201,272-39.2% | $184,203-33.6% | $145,922-16.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.35% | 29.00%-5.7pp | 28.81%-5.5pp | 561.29%-537.9pp |
| Employer contribution / active EE | $3,743 | $7,022-46.7% | $6,427-41.8% | $4,660-19.7% |
| Participant deferral / active EE | $6,984 | $9,806-28.8% | $9,131-23.5% | $6,688+4.4% |
| Admin fee / account holder | $22,140 | $16,364+35.3% | $13,901+59.3% | $13,397+65.3% |