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 | $184,988 | $228,332-19.0% | $185,823-0.4% | $158,922+16.4% |
| Participation rate | 94.4% | 82.3%+12.1pp | 78.0%+16.4pp | 82.0%+12.5pp |
| Annual return | 15.48% | 40.80%-25.3pp | 35.95%-20.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $3,194 | $4,967-35.7% | $4,087-21.9% | $4,761-32.9% |
| Participant deferral / active EE | $7,820 | $6,415+21.9% | $5,632+38.8% | $5,982+30.7% |
| Admin fee / account holder | $1,608 | $11,864-86.4% | $9,500-83.1% | $11,246-85.7% |