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 | $187,280 | $104,251+79.6% | $91,001+105.8% | $147,584+26.9% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 15.11% | 27.06%-12.0pp | 4.60%+10.5pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,634 | $3,116-47.5% | $2,456-33.5% | $4,876-66.5% |
| Participant deferral / active EE | $2,501 | $4,195-40.4% | $3,547-29.5% | $5,439-54.0% |
| Admin fee / account holder | $2,707 | $8,948-69.7% | $5,417-50.0% | $10,885-75.1% |