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 | $220,860 | $99,341+122.3% | $84,750+160.6% | $273,961-19.4% |
| Participation rate | 88.2% | 80.7%+7.5pp | 76.6%+11.6pp | 83.0%+5.2pp |
| Annual return | 10.65% | 22.93%-12.3pp | 22.78%-12.1pp | 41.45%-30.8pp |
| Employer contribution / active EE | $5,866 | $4,214+39.2% | $3,574+64.1% | $4,869+20.5% |
| Participant deferral / active EE | $12,416 | $4,269+190.8% | $3,712+234.5% | $5,287+134.8% |
| Admin fee / account holder | $2,807 | $6,644-57.8% | $5,332-47.4% | $10,132-72.3% |