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 | $203,042 | $99,341+104.4% | $84,750+139.6% | $273,961-25.9% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 4.19% | 22.93%-18.7pp | 22.78%-18.6pp | 41.45%-37.3pp |
| Employer contribution / active EE | $3,633 | $4,214-13.8% | $3,574+1.6% | $4,869-25.4% |
| Participant deferral / active EE | $12,222 | $4,269+186.3% | $3,712+229.3% | $5,287+131.2% |
| Admin fee / account holder | $708 | $6,644-89.3% | $5,332-86.7% | $10,132-93.0% |