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 | $203,977 | $152,587+33.7% | $125,175+63.0% | $152,861+33.4% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | 17.04% | 54.84%-37.8pp | 43.79%-26.7pp | 345.32%-328.3pp |
| Employer contribution / active EE | $4,475 | $4,946-9.5% | $3,865+15.8% | $4,762-6.0% |
| Participant deferral / active EE | $7,721 | $5,868+31.6% | $4,937+56.4% | $5,850+32.0% |
| Admin fee / account holder | $1,978 | $13,434-85.3% | $9,702-79.6% | $11,596-82.9% |