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 | $149,565 | $153,772-2.7% | $133,980+11.6% | $273,961-45.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.54% | 36.51%-23.0pp | 29.30%-15.8pp | 41.45%-27.9pp |
| Employer contribution / active EE | $12,575 | $6,029+108.6% | $5,211+141.3% | $4,869+158.3% |
| Participant deferral / active EE | $9,141 | $6,958+31.4% | $6,282+45.5% | $5,287+72.9% |
| Admin fee / account holder | $2,547 | $11,765-78.4% | $9,324-72.7% | $10,132-74.9% |