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 | $166,238 | $161,352+3.0% | $134,172+23.9% | $137,256+21.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.85% | 28.72%-10.9pp | 25.30%-7.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,107 | $4,099-24.2% | $3,420-9.1% | $4,156-25.2% |
| Participant deferral / active EE | $12,789 | $5,552+130.3% | $4,690+172.7% | $6,407+99.6% |
| Admin fee / account holder | $1,432 | $15,028-90.5% | $12,016-88.1% | $12,270-88.3% |