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 | $178,911 | $239,571-25.3% | $183,328-2.4% | $137,256+30.3% |
| Participation rate | 81.8% | 82.4%-0.6pp | 77.3%+4.5pp | 80.0%+1.9pp |
| Annual return | 16.36% | 35.69%-19.3pp | 29.67%-13.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,639 | $6,148-40.8% | $5,055-28.0% | $4,156-12.4% |
| Participant deferral / active EE | $7,585 | $7,995-5.1% | $6,795+11.6% | $6,407+18.4% |
| Admin fee / account holder | $1,170 | $30,059-96.1% | $21,427-94.5% | $12,270-90.5% |