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 | $138,159 | $153,772-10.2% | $133,980+3.1% | $273,961-49.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 26.13% | 36.51%-10.4pp | 29.30%-3.2pp | 41.45%-15.3pp |
| Employer contribution / active EE | $1,686 | $6,029-72.0% | $5,211-67.6% | $4,869-65.4% |
| Participant deferral / active EE | $10,277 | $6,958+47.7% | $6,282+63.6% | $5,287+94.4% |
| Admin fee / account holder | $2,815 | $11,765-76.1% | $9,324-69.8% | $10,132-72.2% |