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 | $198,212 | $60,892+225.5% | $82,389+140.6% | $84,808+133.7% |
| Participation rate | 72.4% | 63.3%+9.1pp | 69.5%+2.9pp | 68.3%+4.1pp |
| Annual return | 15.47% | 37.29%-21.8pp | 28.67%-13.2pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,576 | $1,779-11.4% | $2,517-37.4% | $2,631-40.1% |
| Participant deferral / active EE | $6,109 | $3,179+92.2% | $4,155+47.0% | $4,212+45.1% |
| Admin fee / account holder | $4,133 | $5,467-24.4% | $7,231-42.8% | $7,344-43.7% |