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 | $217,909 | $117,983+84.7% | $101,794+114.1% | $142,382+53.0% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.2%+3.0pp | 80.1%-7.9pp |
| Annual return | 16.81% | 36.92%-20.1pp | 30.53%-13.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,257 | $2,773-54.7% | $2,289-45.1% | $4,299-70.8% |
| Participant deferral / active EE | $3,853 | $4,714-18.3% | $4,084-5.7% | $6,507-40.8% |
| Admin fee / account holder | $3,632 | $10,433-65.2% | $8,777-58.6% | $12,624-71.2% |