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 | $215,171 | $110,257+95.2% | $96,544+122.9% | $139,434+54.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 15.34% | 26.32%-11.0pp | 25.84%-10.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,609 | $3,620-27.9% | $2,965-12.0% | $4,751-45.1% |
| Participant deferral / active EE | $9,735 | $5,548+75.5% | $4,851+100.7% | $6,710+45.1% |
| Admin fee / account holder | $1,370 | $11,591-88.2% | $8,252-83.4% | $11,403-88.0% |