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 | $179,286 | $817,678-78.1% | $392,568-54.3% | $152,861+17.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.1%+1.9pp | 82.4%-2.4pp |
| Annual return | 21.42% | 22.84%-1.4pp | 24.42%-3.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $3,005 | $5,502-45.4% | $3,783-20.6% | $4,762-36.9% |
| Participant deferral / active EE | $6,423 | $8,398-23.5% | $5,985+7.3% | $5,850+9.8% |
| Admin fee / account holder | $15,200 | $12,095+25.7% | $6,260+142.8% | $11,596+31.1% |