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 | $183,529 | $124,425+47.5% | $112,040+63.8% | $137,256+33.7% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 10.87% | 24.72%-13.9pp | 24.52%-13.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,720 | $3,411-20.3% | $2,954-7.9% | $4,156-34.6% |
| Participant deferral / active EE | $4,712 | $5,718-17.6% | $5,098-7.6% | $6,407-26.5% |
| Admin fee / account holder | $439 | $15,207-97.1% | $12,098-96.4% | $12,270-96.4% |