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 | $125,834 | $181,894-30.8% | $156,549-19.6% | $273,961-54.1% |
| Participation rate | 78.6% | 88.4%-9.8pp | 84.0%-5.4pp | 83.0%-4.4pp |
| Annual return | 3.46% | 30.74%-27.3pp | 32.23%-28.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $2,632 | $6,248-57.9% | $5,501-52.1% | $4,869-45.9% |
| Participant deferral / active EE | $5,221 | $5,550-5.9% | $4,871+7.2% | $5,287-1.3% |
| Admin fee / account holder | $1,492 | $15,559-90.4% | $13,027-88.5% | $10,132-85.3% |