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 | $163,030 | $214,378-24.0% | $200,582-18.7% | $142,382+14.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 16.13% | 46.41%-30.3pp | 42.33%-26.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,863 | $6,841-28.9% | $6,419-24.2% | $4,299+13.1% |
| Participant deferral / active EE | $8,950 | $9,865-9.3% | $9,331-4.1% | $6,507+37.5% |
| Admin fee / account holder | $2,896 | $17,692-83.6% | $16,305-82.2% | $12,624-77.1% |