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 | $240,177 | $124,281+93.3% | $109,143+120.1% | $167,490+43.4% |
| Participation rate | 73.7% | 79.4%-5.8pp | 75.9%-2.2pp | 82.1%-8.4pp |
| Annual return | 16.80% | 26.04%-9.2pp | 25.75%-8.9pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,228 | $4,207-70.8% | $3,722-67.0% | $4,837-74.6% |
| Participant deferral / active EE | $3,864 | $5,255-26.5% | $4,653-17.0% | $6,341-39.1% |
| Admin fee / account holder | $1,672 | $7,970-79.0% | $6,752-75.2% | $12,309-86.4% |