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 | $199,984 | $201,272-0.6% | $184,203+8.6% | $145,922+37.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 14.45% | 29.00%-14.6pp | 28.81%-14.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,679 | $7,022-76.1% | $6,427-73.9% | $4,660-64.0% |
| Participant deferral / active EE | $9,472 | $9,806-3.4% | $9,131+3.7% | $6,688+41.6% |
| Admin fee / account holder | $17,493 | $16,364+6.9% | $13,901+25.8% | $13,397+30.6% |