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 | $196,431 | $67,894+189.3% | $89,340+119.9% | $82,448+138.2% |
| Participation rate | 86.7% | 64.0%+22.6pp | 69.6%+17.1pp | 68.1%+18.6pp |
| Annual return | 14.82% | 19.21%-4.4pp | 20.57%-5.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,052 | $1,828-42.4% | $2,231-52.9% | $2,551-58.8% |
| Participant deferral / active EE | $3,794 | $3,072+23.5% | $3,823-0.7% | $4,139-8.3% |
| Admin fee / account holder | $5,419 | $5,723-5.3% | $6,704-19.2% | $7,234-25.1% |