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 | $219,694 | $127,386+72.5% | $115,037+91.0% | $125,391+75.2% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | 0.24% | 31.28%-31.0pp | 26.14%-25.9pp | 282.22%-282.0pp |
| Employer contribution / active EE | $2,400 | $5,166-53.5% | $4,608-47.9% | $4,866-50.7% |
| Participant deferral / active EE | $6,862 | $6,423+6.8% | $6,026+13.9% | $5,352+28.2% |
| Admin fee / account holder | $8,352 | $9,516-12.2% | $8,175+2.2% | $9,540-12.5% |