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 | $200,147 | $238,490-16.1% | $180,183+11.1% | $142,382+40.6% |
| Participation rate | 75.0% | 82.3%-7.3pp | 77.4%-2.4pp | 80.1%-5.1pp |
| Annual return | 11.79% | 33.56%-21.8pp | 27.86%-16.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $4,281 | $6,143-30.3% | $5,039-15.0% | $4,299-0.4% |
| Participant deferral / active EE | $5,430 | $7,996-32.1% | $6,822-20.4% | $6,507-16.6% |
| Admin fee / account holder | $1,466 | $28,866-94.9% | $19,975-92.7% | $12,624-88.4% |