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 | $187,799 | $111,754+68.0% | $103,333+81.7% | $145,922+28.7% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 12.01% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,208 | $4,212-0.1% | $3,868+8.8% | $4,660-9.7% |
| Participant deferral / active EE | $9,100 | $5,619+62.0% | $5,057+79.9% | $6,688+36.1% |
| Admin fee / account holder | $9,585 | $9,750-1.7% | $8,355+14.7% | $13,397-28.5% |