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 | $193,579 | $124,425+55.6% | $112,040+72.8% | $137,256+41.0% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.5%-3.8pp | 80.0%-7.2pp |
| Annual return | 17.57% | 24.72%-7.1pp | 24.52%-6.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,653 | $3,411+7.1% | $2,954+23.6% | $4,156-12.1% |
| Participant deferral / active EE | $12,347 | $5,718+115.9% | $5,098+142.2% | $6,407+92.7% |
| Admin fee / account holder | $756 | $15,207-95.0% | $12,098-93.8% | $12,270-93.8% |