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 | $199,084 | $181,894+9.5% | $156,549+27.2% | $273,961-27.3% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 4.98% | 30.74%-25.8pp | 32.23%-27.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,806 | $6,248-55.1% | $5,501-49.0% | $4,869-42.4% |
| Participant deferral / active EE | $9,001 | $5,550+62.2% | $4,871+84.8% | $5,287+70.2% |
| Admin fee / account holder | $4,159 | $15,559-73.3% | $13,027-68.1% | $10,132-59.0% |