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 | $141,397 | $181,894-22.3% | $156,549-9.7% | $273,961-48.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 13.06% | 30.74%-17.7pp | 32.23%-19.2pp | 41.45%-28.4pp |
| Employer contribution / active EE | $2,737 | $6,248-56.2% | $5,501-50.2% | $4,869-43.8% |
| Participant deferral / active EE | $6,572 | $5,550+18.4% | $4,871+34.9% | $5,287+24.3% |
| Admin fee / account holder | $868 | $15,559-94.4% | $13,027-93.3% | $10,132-91.4% |