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 | $167,113 | $138,347+20.8% | $184,203-9.3% | $80,856+106.7% |
| Participation rate | 92.7% | 83.9%+8.8pp | 86.8%+5.9pp | 67.6%+25.0pp |
| Annual return | 19.70% | 20.02%-0.3pp | 28.81%-9.1pp | 35.59%-15.9pp |
| Employer contribution / active EE | $2,597 | $4,850-46.5% | $6,427-59.6% | $2,755-5.7% |
| Participant deferral / active EE | $5,322 | $7,071-24.7% | $9,131-41.7% | $4,296+23.9% |
| Admin fee / account holder | $21,351 | $10,483+103.7% | $13,901+53.6% | $6,918+208.6% |