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 | $200,147 | $239,571-16.5% | $183,328+9.2% | $137,256+45.8% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 80.0%-5.0pp |
| Annual return | 11.79% | 35.69%-23.9pp | 29.67%-17.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $4,281 | $6,148-30.4% | $5,055-15.3% | $4,156+3.0% |
| Participant deferral / active EE | $5,430 | $7,995-32.1% | $6,795-20.1% | $6,407-15.2% |
| Admin fee / account holder | $1,466 | $30,059-95.1% | $21,427-93.2% | $12,270-88.1% |