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 | $163,969 | $72,012+127.7% | $185,823-11.8% | $79,858+105.3% |
| Participation rate | 79.3% | 65.8%+13.5pp | 78.0%+1.3pp | 69.6%+9.7pp |
| Annual return | 23.82% | 23.12%+0.7pp | 35.95%-12.1pp | 31.71%-7.9pp |
| Employer contribution / active EE | $635 | $1,965-67.7% | $4,087-84.5% | $2,471-74.3% |
| Participant deferral / active EE | $5,166 | $3,779+36.7% | $5,632-8.3% | $3,740+38.1% |
| Admin fee / account holder | $623 | $4,513-86.2% | $9,500-93.4% | $5,306-88.3% |