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 | $222,285 | $163,101+36.3% | $136,749+62.5% | $142,382+56.1% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 14.85% | 27.54%-12.7pp | 24.33%-9.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,970 | $4,117+20.7% | $3,400+46.2% | $4,299+15.6% |
| Participant deferral / active EE | $1,848 | $5,585-66.9% | $4,692-60.6% | $6,507-71.6% |
| Admin fee / account holder | $1,345 | $14,318-90.6% | $11,386-88.2% | $12,624-89.3% |