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 | $195,367 | $117,841+65.8% | $102,423+90.7% | $145,922+33.9% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 15.86% | 31.65%-15.8pp | 29.32%-13.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,686 | $3,615-53.4% | $3,023-44.2% | $4,660-63.8% |
| Participant deferral / active EE | $4,889 | $5,731-14.7% | $5,053-3.2% | $6,688-26.9% |
| Admin fee / account holder | $5,051 | $13,326-62.1% | $9,451-46.6% | $13,397-62.3% |