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 | $189,660 | $127,100+49.2% | $105,738+79.4% | $135,375+40.1% |
| Participation rate | 78.6% | 82.7%-4.1pp | 76.3%+2.2pp | 82.6%-4.1pp |
| Annual return | 13.68% | 4.49%+9.2pp | 6.27%+7.4pp | 519.73%-506.1pp |
| Employer contribution / active EE | $1,079 | $4,107-73.7% | $3,268-67.0% | $4,779-77.4% |
| Participant deferral / active EE | $1,898 | $5,064-62.5% | $4,080-53.5% | $5,609-66.2% |
| Admin fee / account holder | $4,162 | $9,087-54.2% | $6,913-39.8% | $10,827-61.6% |