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 | $222,822 | $124,425+79.1% | $112,040+98.9% | $137,256+62.3% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 20.04% | 24.72%-4.7pp | 24.52%-4.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,033 | $3,411-69.7% | $2,954-65.0% | $4,156-75.2% |
| Participant deferral / active EE | $5,547 | $5,718-3.0% | $5,098+8.8% | $6,407-13.4% |
| Admin fee / account holder | $2,226 | $15,207-85.4% | $12,098-81.6% | $12,270-81.9% |