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 | $152,095 | $201,272-24.4% | $184,203-17.4% | $145,922+4.2% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 10.54% | 29.00%-18.5pp | 28.81%-18.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $6,223 | $7,022-11.4% | $6,427-3.2% | $4,660+33.6% |
| Participant deferral / active EE | $5,064 | $9,806-48.4% | $9,131-44.5% | $6,688-24.3% |
| Admin fee / account holder | $3,333 | $16,364-79.6% | $13,901-76.0% | $13,397-75.1% |