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 | $70,665 | $181,894-61.2% | $156,549-54.9% | $273,961-74.2% |
| Participation rate | 95.7% | 88.4%+7.3pp | 84.0%+11.6pp | 83.0%+12.6pp |
| Annual return | 4.28% | 30.74%-26.5pp | 32.23%-27.9pp | 41.45%-37.2pp |
| Employer contribution / active EE | $2,039 | $6,248-67.4% | $5,501-62.9% | $4,869-58.1% |
| Participant deferral / active EE | $3,825 | $5,550-31.1% | $4,871-21.5% | $5,287-27.7% |
| Admin fee / account holder | $971 | $15,559-93.8% | $13,027-92.5% | $10,132-90.4% |