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 | $215,203 | $106,515+102.0% | $96,683+122.6% | $139,434+54.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 14.75% | 38.43%-23.7pp | 35.69%-20.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,470 | $4,103-15.4% | $3,737-7.1% | $4,751-27.0% |
| Participant deferral / active EE | $17,838 | $5,454+227.1% | $4,878+265.7% | $6,710+165.8% |
| Admin fee / account holder | $893 | $7,877-88.7% | $6,730-86.7% | $11,403-92.2% |