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 5-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 | $183,931 | $192,717-4.6% | $142,449+29.1% | $139,434+31.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 17.73% | 17.99%-0.3pp | 19.99%-2.3pp | 372.94%-355.2pp |
| Employer contribution / active EE | $4,077 | $5,806-29.8% | $4,847-15.9% | $4,751-14.2% |
| Participant deferral / active EE | $4,105 | $7,208-43.1% | $6,283-34.7% | $6,710-38.8% |
| Admin fee / account holder | $1,756 | $15,124-88.4% | $10,011-82.5% | $11,403-84.6% |