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 | $92,296 | $106,584-13.4% | $101,326-8.9% | $142,382-35.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.56% | 36.93%-16.4pp | 36.82%-16.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $5,851 | $3,956+47.9% | $3,665+59.6% | $4,299+36.1% |
| Participant deferral / active EE | $9,915 | $8,297+19.5% | $7,994+24.0% | $6,507+52.4% |
| Admin fee / account holder | $3,330 | $11,446-70.9% | $11,185-70.2% | $12,624-73.6% |