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 | $214,289 | $201,259+6.5% | $184,200+16.3% | $145,959+46.8% |
| Participation rate | 70.6% | 87.5%-16.9pp | 86.8%-16.2pp | 80.3%-9.7pp |
| Annual return | 16.02% | 28.98%-13.0pp | 28.80%-12.8pp | 561.95%-545.9pp |
| Employer contribution / active EE | $3,001 | $7,018-57.2% | $6,424-53.3% | $4,661-35.6% |
| Participant deferral / active EE | $9,283 | $9,806-5.3% | $9,132+1.7% | $6,689+38.8% |
| Admin fee / account holder | $13,801 | $16,372-15.7% | $13,907-0.8% | $13,398+3.0% |