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 | $153,266 | $73,933+107.3% | $96,683+58.5% | $75,163+103.9% |
| Participation rate | 78.4% | 66.4%+12.0pp | 74.3%+4.0pp | 67.2%+11.2pp |
| Annual return | 18.16% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,570 | $2,928-12.2% | $3,737-31.2% | $2,670-3.7% |
| Participant deferral / active EE | $5,922 | $3,659+61.8% | $4,878+21.4% | $4,125+43.5% |
| Admin fee / account holder | $894 | $5,216-82.9% | $6,730-86.7% | $5,651-84.2% |