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 | $145,107 | $181,894-20.2% | $156,549-7.3% | $273,961-47.0% |
| Participation rate | 95.2% | 88.4%+6.9pp | 84.0%+11.2pp | 83.0%+12.2pp |
| Annual return | 8.59% | 30.74%-22.2pp | 32.23%-23.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,857 | $6,248-54.3% | $5,501-48.1% | $4,869-41.3% |
| Participant deferral / active EE | $4,223 | $5,550-23.9% | $4,871-13.3% | $5,287-20.1% |
| Admin fee / account holder | $3,061 | $15,559-80.3% | $13,027-76.5% | $10,132-69.8% |