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 | $135,705 | $181,894-25.4% | $156,549-13.3% | $273,961-50.5% |
| Participation rate | 95.5% | 88.4%+7.1pp | 84.0%+11.4pp | 83.0%+12.4pp |
| Annual return | 5.42% | 30.74%-25.3pp | 32.23%-26.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,911 | $6,248-69.4% | $5,501-65.3% | $4,869-60.7% |
| Participant deferral / active EE | $5,784 | $5,550+4.2% | $4,871+18.7% | $5,287+9.4% |
| Admin fee / account holder | $15,031 | $15,559-3.4% | $13,027+15.4% | $10,132+48.3% |