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 | $57,805 | $181,894-68.2% | $156,549-63.1% | $273,961-78.9% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 9.46% | 30.74%-21.3pp | 32.23%-22.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $3,009 | $6,248-51.8% | $5,501-45.3% | $4,869-38.2% |
| Participant deferral / active EE | $3,831 | $5,550-31.0% | $4,871-21.3% | $5,287-27.5% |
| Admin fee / account holder | $520 | $15,559-96.7% | $13,027-96.0% | $10,132-94.9% |