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 | $175,204 | $181,894-3.7% | $156,549+11.9% | $273,961-36.0% |
| Participation rate | 78.6% | 88.4%-9.8pp | 84.0%-5.4pp | 83.0%-4.4pp |
| Annual return | 4.39% | 30.74%-26.4pp | 32.23%-27.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,909 | $6,248-69.4% | $5,501-65.3% | $4,869-60.8% |
| Participant deferral / active EE | $4,916 | $5,550-11.4% | $4,871+0.9% | $5,287-7.0% |
| Admin fee / account holder | $1,829 | $15,559-88.2% | $13,027-86.0% | $10,132-82.0% |