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 | $152,180 | $106,584+42.8% | $101,326+50.2% | $142,382+6.9% |
| Participation rate | 84.2% | 82.7%+1.5pp | 81.5%+2.7pp | 80.1%+4.1pp |
| Annual return | 17.90% | 36.93%-19.0pp | 36.82%-18.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,193 | $3,956+6.0% | $3,665+14.4% | $4,299-2.5% |
| Participant deferral / active EE | $9,620 | $8,297+15.9% | $7,994+20.3% | $6,507+47.8% |
| Admin fee / account holder | $681 | $11,446-94.1% | $11,185-93.9% | $12,624-94.6% |