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 | $160,674 | $148,978+7.9% | $200,582-19.9% | $84,808+89.5% |
| Participation rate | 81.8% | 84.2%-2.4pp | 86.9%-5.1pp | 68.3%+13.5pp |
| Annual return | 15.16% | 28.16%-13.0pp | 42.33%-27.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,286 | $4,815-31.8% | $6,419-48.8% | $2,631+24.9% |
| Participant deferral / active EE | $7,884 | $7,142+10.4% | $9,331-15.5% | $4,212+87.2% |
| Admin fee / account holder | $1,837 | $13,977-86.9% | $16,305-88.7% | $7,344-75.0% |