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 | $185,781 | $95,266+95.0% | $82,389+125.5% | $142,382+30.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 14.57% | 25.74%-11.2pp | 28.67%-14.1pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,888 | $2,991-36.9% | $2,517-25.0% | $4,299-56.1% |
| Participant deferral / active EE | $3,861 | $4,809-19.7% | $4,155-7.1% | $6,507-40.7% |
| Admin fee / account holder | $4,955 | $8,563-42.1% | $7,231-31.5% | $12,624-60.8% |