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 | $232,864 | $124,425+87.2% | $112,040+107.8% | $137,256+69.7% |
| Participation rate | 81.0% | 79.3%+1.6pp | 76.5%+4.5pp | 80.0%+1.0pp |
| Annual return | 16.94% | 24.72%-7.8pp | 24.52%-7.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $861 | $3,411-74.8% | $2,954-70.9% | $4,156-79.3% |
| Participant deferral / active EE | $4,657 | $5,718-18.6% | $5,098-8.6% | $6,407-27.3% |
| Admin fee / account holder | $1,772 | $15,207-88.3% | $12,098-85.4% | $12,270-85.6% |