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 | $155,997 | $99,341+57.0% | $84,750+84.1% | $273,961-43.1% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 5.84% | 22.93%-17.1pp | 22.78%-16.9pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,656 | $4,214-60.7% | $3,574-53.7% | $4,869-66.0% |
| Participant deferral / active EE | $2,569 | $4,269-39.8% | $3,712-30.8% | $5,287-51.4% |
| Admin fee / account holder | $458 | $6,644-93.1% | $5,332-91.4% | $10,132-95.5% |