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 | $217,340 | $117,983+84.2% | $101,794+113.5% | $142,382+52.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 18.09% | 36.92%-18.8pp | 30.53%-12.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,323 | $2,773-16.2% | $2,289+1.5% | $4,299-46.0% |
| Participant deferral / active EE | $3,276 | $4,714-30.5% | $4,084-19.8% | $6,507-49.7% |
| Admin fee / account holder | $2,365 | $10,433-77.3% | $8,777-73.1% | $12,624-81.3% |