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 | $147,251 | $214,378-31.3% | $200,582-26.6% | $142,382+3.4% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 14.40% | 46.41%-32.0pp | 42.33%-27.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,471 | $6,841-34.6% | $6,419-30.3% | $4,299+4.0% |
| Participant deferral / active EE | $12,323 | $9,865+24.9% | $9,331+32.1% | $6,507+89.4% |
| Admin fee / account holder | $16,143 | $17,692-8.8% | $16,305-1.0% | $12,624+27.9% |