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 | $106,584+73.6% | $101,326+82.6% | $142,382+30.0% |
| Participation rate | 78.6% | 82.7%-4.1pp | 81.5%-2.9pp | 80.1%-1.5pp |
| Annual return | 17.29% | 36.93%-19.6pp | 36.82%-19.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,701 | $3,956-6.4% | $3,665+1.0% | $4,299-13.9% |
| Participant deferral / active EE | $7,628 | $8,297-8.1% | $7,994-4.6% | $6,507+17.2% |
| Admin fee / account holder | $4,886 | $11,446-57.3% | $11,185-56.3% | $12,624-61.3% |