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 | $182,851 | $153,772+18.9% | $133,980+36.5% | $273,961-33.3% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.1%+8.4pp | 83.0%+12.4pp |
| Annual return | 7.56% | 36.51%-29.0pp | 29.30%-21.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $3,348 | $6,029-44.5% | $5,211-35.8% | $4,869-31.2% |
| Participant deferral / active EE | $5,047 | $6,958-27.5% | $6,282-19.7% | $5,287-4.5% |
| Admin fee / account holder | $14,289 | $11,765+21.5% | $9,324+53.2% | $10,132+41.0% |