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 | $186,249 | $104,251+78.7% | $91,001+104.7% | $147,584+26.2% |
| Participation rate | 81.3% | 78.2%+3.0pp | 75.6%+5.6pp | 82.8%-1.6pp |
| Annual return | 10.35% | 27.06%-16.7pp | 4.60%+5.8pp | 578.55%-568.2pp |
| Employer contribution / active EE | $2,013 | $3,116-35.4% | $2,456-18.0% | $4,876-58.7% |
| Participant deferral / active EE | $6,399 | $4,195+52.5% | $3,547+80.4% | $5,439+17.7% |
| Admin fee / account holder | $2,679 | $8,948-70.1% | $5,417-50.5% | $10,885-75.4% |