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 | $155,084 | $153,311+1.2% | $109,313+41.9% | $273,961-43.4% |
| Participation rate | 85.7% | 80.1%+5.6pp | 71.3%+14.4pp | 83.0%+2.7pp |
| Annual return | 8.69% | 29.86%-21.2pp | 22.07%-13.4pp | 41.45%-32.8pp |
| Employer contribution / active EE | $4,154 | $5,619-26.1% | $3,892+6.7% | $4,869-14.7% |
| Participant deferral / active EE | $7,828 | $3,932+99.1% | $3,166+147.2% | $5,287+48.1% |
| Admin fee / account holder | $11,423 | $8,076+41.4% | $5,666+101.6% | $10,132+12.7% |