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 | $192,562 | $87,166+120.9% | $76,735+150.9% | $137,256+40.3% |
| Participation rate | 71.4% | 74.4%-2.9pp | 69.5%+1.9pp | 80.0%-8.5pp |
| Annual return | 11.03% | 26.50%-15.5pp | 29.77%-18.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,608 | $2,904-44.6% | $2,454-34.5% | $4,156-61.3% |
| Participant deferral / active EE | $2,977 | $4,726-37.0% | $4,088-27.2% | $6,407-53.5% |
| Admin fee / account holder | $1,903 | $8,403-77.3% | $7,189-73.5% | $12,270-84.5% |