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 | $236,047 | $118,450+99.3% | $98,439+139.8% | $139,434+69.3% |
| Participation rate | 71.4% | 77.4%-6.0pp | 75.2%-3.7pp | 80.3%-8.9pp |
| Annual return | 14.06% | 18.94%-4.9pp | 21.16%-7.1pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,569 | $3,609-56.5% | $3,048-48.5% | $4,751-67.0% |
| Participant deferral / active EE | $10,628 | $5,392+97.1% | $4,738+124.3% | $6,710+58.4% |
| Admin fee / account holder | $2,235 | $14,026-84.1% | $8,948-75.0% | $11,403-80.4% |