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 | $150,965 | $81,248+85.8% | $155,509-2.9% | $80,856+86.7% |
| Participation rate | 92.6% | 66.2%+26.4pp | 78.2%+14.4pp | 67.6%+25.0pp |
| Annual return | 16.51% | 33.31%-16.8pp | 64.67%-48.2pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,854 | $3,100-7.9% | $4,672-38.9% | $2,755+3.6% |
| Participant deferral / active EE | $5,269 | $3,452+52.7% | $5,626-6.3% | $4,296+22.7% |
| Admin fee / account holder | $4,352 | $7,997-45.6% | $15,912-72.7% | $6,918-37.1% |