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 | $151,134 | $109,359+38.2% | $162,163-6.8% | $72,985+107.1% |
| Participation rate | 93.0% | 84.3%+8.7pp | 87.6%+5.4pp | 69.5%+23.5pp |
| Annual return | 25.08% | 25.46%-0.4pp | 115.59%-90.5pp | 81.00%-55.9pp |
| Employer contribution / active EE | $2,314 | $3,907-40.8% | $5,614-58.8% | $2,440-5.2% |
| Participant deferral / active EE | $4,262 | $5,481-22.2% | $7,298-41.6% | $3,607+18.2% |
| Admin fee / account holder | $6,573 | $7,972-17.5% | $10,843-39.4% | $5,124+28.3% |