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 | $185,034 | $104,251+77.5% | $91,001+103.3% | $147,584+25.4% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 11.29% | 27.06%-15.8pp | 4.60%+6.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $8,591 | $3,116+175.8% | $2,456+249.9% | $4,876+76.2% |
| Participant deferral / active EE | $3,988 | $4,195-4.9% | $3,547+12.4% | $5,439-26.7% |
| Admin fee / account holder | $5,865 | $8,948-34.5% | $5,417+8.3% | $10,885-46.1% |