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 | $241,890 | $118,450+104.2% | $98,439+145.7% | $139,434+73.5% |
| Participation rate | 81.3% | 77.4%+3.8pp | 75.2%+6.1pp | 80.3%+0.9pp |
| Annual return | 17.77% | 18.94%-1.2pp | 21.16%-3.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,495 | $3,609-3.2% | $3,048+14.7% | $4,751-26.4% |
| Participant deferral / active EE | $6,326 | $5,392+17.3% | $4,738+33.5% | $6,710-5.7% |
| Admin fee / account holder | $1,893 | $14,026-86.5% | $8,948-78.8% | $11,403-83.4% |