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 | $154,605 | $127,065+21.7% | $113,168+36.6% | $142,382+8.6% |
| Participation rate | 73.9% | 79.2%-5.3pp | 76.6%-2.7pp | 80.1%-6.2pp |
| Annual return | 23.44% | 24.03%-0.6pp | 24.27%-0.8pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,874 | $3,442-16.5% | $2,975-3.4% | $4,299-33.1% |
| Participant deferral / active EE | $4,228 | $5,716-26.0% | $5,107-17.2% | $6,507-35.0% |
| Admin fee / account holder | $5,470 | $15,736-65.2% | $12,068-54.7% | $12,624-56.7% |