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 | $146,205 | $81,460+79.5% | $103,333+41.5% | $80,856+80.8% |
| Participation rate | 87.1% | 66.8%+20.3pp | 74.5%+12.6pp | 67.6%+19.5pp |
| Annual return | 26.26% | 25.55%+0.7pp | 24.88%+1.4pp | 35.59%-9.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,386 | $3,869-12.5% | $5,057-33.0% | $4,296-21.2% |
| Admin fee / account holder | $4,565 | $6,566-30.5% | $8,355-45.4% | $6,918-34.0% |