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 | $163,167 | $238,490-31.6% | $180,183-9.4% | $142,382+14.6% |
| Participation rate | 85.7% | 82.3%+3.5pp | 77.4%+8.3pp | 80.1%+5.6pp |
| Annual return | 11.83% | 33.56%-21.7pp | 27.86%-16.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $0 | $6,143-100.0% | $5,039-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,548 | $7,996+31.9% | $6,822+54.6% | $6,507+62.1% |
| Admin fee / account holder | $16,386 | $28,866-43.2% | $19,975-18.0% | $12,624+29.8% |