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 | $187,445 | $181,894+3.1% | $156,549+19.7% | $273,961-31.6% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 12.27% | 30.74%-18.5pp | 32.23%-20.0pp | 41.45%-29.2pp |
| Employer contribution / active EE | $2,671 | $6,248-57.3% | $5,501-51.4% | $4,869-45.1% |
| Participant deferral / active EE | $6,048 | $5,550+9.0% | $4,871+24.2% | $5,287+14.4% |
| Admin fee / account holder | $5,816 | $15,559-62.6% | $13,027-55.4% | $10,132-42.6% |