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 | $157,971 | $181,894-13.2% | $156,549+0.9% | $273,961-42.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 8.49% | 30.74%-22.3pp | 32.23%-23.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,510 | $6,248-59.8% | $5,501-54.4% | $4,869-48.5% |
| Participant deferral / active EE | $10,313 | $5,550+85.8% | $4,871+111.7% | $5,287+95.1% |
| Admin fee / account holder | $2,621 | $15,559-83.2% | $13,027-79.9% | $10,132-74.1% |