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 | $207,438 | $110,257+88.1% | $96,544+114.9% | $139,434+48.8% |
| Participation rate | 79.2% | 78.1%+1.1pp | 76.0%+3.2pp | 80.3%-1.2pp |
| Annual return | 19.64% | 26.32%-6.7pp | 25.84%-6.2pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,990 | $3,620-17.4% | $2,965+0.8% | $4,751-37.1% |
| Participant deferral / active EE | $5,498 | $5,548-0.9% | $4,851+13.3% | $6,710-18.1% |
| Admin fee / account holder | $557 | $11,591-95.2% | $8,252-93.3% | $11,403-95.1% |