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 | $222,378 | $95,803+132.1% | $113,168+96.5% | $84,808+162.2% |
| Participation rate | 82.8% | 72.9%+9.9pp | 76.6%+6.2pp | 68.3%+14.4pp |
| Annual return | 13.01% | 25.00%-12.0pp | 24.27%-11.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $761 | $2,360-67.7% | $2,975-74.4% | $2,631-71.1% |
| Participant deferral / active EE | $4,723 | $4,242+11.3% | $5,107-7.5% | $4,212+12.1% |
| Admin fee / account holder | $7,873 | $8,989-12.4% | $12,068-34.8% | $7,344+7.2% |