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 | $150,645 | $96,557+56.0% | $80,975+86.0% | $273,961-45.0% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 10.19% | 15.14%-4.9pp | 17.10%-6.9pp | 41.45%-31.3pp |
| Employer contribution / active EE | $3,088 | $4,868-36.6% | $3,714-16.9% | $4,869-36.6% |
| Participant deferral / active EE | $8,491 | $6,598+28.7% | $5,696+49.1% | $5,287+60.6% |
| Admin fee / account holder | $3,248 | $7,492-56.6% | $5,516-41.1% | $10,132-67.9% |