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 | $173,403 | $201,272-13.8% | $184,203-5.9% | $145,922+18.8% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 14.28% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,615 | $7,022-34.3% | $6,427-28.2% | $4,660-1.0% |
| Participant deferral / active EE | $7,876 | $9,806-19.7% | $9,131-13.7% | $6,688+17.8% |
| Admin fee / account holder | $2,076 | $16,364-87.3% | $13,901-85.1% | $13,397-84.5% |