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 | $161,220 | $124,281+29.7% | $109,143+47.7% | $167,490-3.7% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 10.41% | 26.04%-15.6pp | 25.75%-15.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $3,281 | $4,207-22.0% | $3,722-11.9% | $4,837-32.2% |
| Participant deferral / active EE | $13,796 | $5,255+162.5% | $4,653+196.5% | $6,341+117.6% |
| Admin fee / account holder | $7,844 | $7,970-1.6% | $6,752+16.2% | $12,309-36.3% |