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 | $218,540 | $90,503+141.5% | $78,689+177.7% | $273,961-20.2% |
| Participation rate | 76.9% | 76.5%+0.4pp | 73.6%+3.4pp | 83.0%-6.1pp |
| Annual return | 8.78% | 75.60%-66.8pp | 62.18%-53.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,812 | $3,176-11.5% | $2,851-1.4% | $4,869-42.2% |
| Participant deferral / active EE | $7,028 | $3,901+80.1% | $3,517+99.8% | $5,287+32.9% |
| Admin fee / account holder | $1,506 | $5,263-71.4% | $4,510-66.6% | $10,132-85.1% |