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 | $134,522 | $81,248+65.6% | $155,509-13.5% | $80,856+66.4% |
| Participation rate | 85.2% | 66.2%+19.0pp | 78.2%+7.0pp | 67.6%+17.5pp |
| Annual return | 15.48% | 33.31%-17.8pp | 64.67%-49.2pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,354 | $3,100+8.2% | $4,672-28.2% | $2,755+21.7% |
| Participant deferral / active EE | $5,418 | $3,452+57.0% | $5,626-3.7% | $4,296+26.1% |
| Admin fee / account holder | $1,284 | $7,997-83.9% | $15,912-91.9% | $6,918-81.4% |