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 | $208,001 | $99,341+109.4% | $84,750+145.4% | $273,961-24.1% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 9.10% | 22.93%-13.8pp | 22.78%-13.7pp | 41.45%-32.4pp |
| Employer contribution / active EE | $5,967 | $4,214+41.6% | $3,574+66.9% | $4,869+22.5% |
| Participant deferral / active EE | $9,064 | $4,269+112.3% | $3,712+144.2% | $5,287+71.4% |
| Admin fee / account holder | $959 | $6,644-85.6% | $5,332-82.0% | $10,132-90.5% |