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 | $144,173 | $214,378-32.7% | $200,582-28.1% | $142,382+1.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.88% | 46.41%-33.5pp | 42.33%-29.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $6,164 | $6,841-9.9% | $6,419-4.0% | $4,299+43.4% |
| Participant deferral / active EE | $13,394 | $9,865+35.8% | $9,331+43.5% | $6,507+105.8% |
| Admin fee / account holder | $2,628 | $17,692-85.1% | $16,305-83.9% | $12,624-79.2% |