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 | $185,034 | $100,970+83.3% | $96,576+91.6% | $137,256+34.8% |
| Participation rate | 78.6% | 82.6%-4.0pp | 81.4%-2.9pp | 80.0%-1.4pp |
| Annual return | 17.29% | 38.16%-20.9pp | 38.47%-21.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,701 | $3,809-2.8% | $3,553+4.2% | $4,156-10.9% |
| Participant deferral / active EE | $7,628 | $8,286-7.9% | $7,956-4.1% | $6,407+19.1% |
| Admin fee / account holder | $4,886 | $11,312-56.8% | $11,381-57.1% | $12,270-60.2% |