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 | $226,479 | $127,065+78.2% | $113,168+100.1% | $142,382+59.1% |
| Participation rate | 73.7% | 79.2%-5.5pp | 76.6%-2.9pp | 80.1%-6.4pp |
| Annual return | 19.96% | 24.03%-4.1pp | 24.27%-4.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,006 | $3,442-41.7% | $2,975-32.6% | $4,299-53.3% |
| Participant deferral / active EE | $6,362 | $5,716+11.3% | $5,107+24.6% | $6,507-2.2% |
| Admin fee / account holder | $2,724 | $15,736-82.7% | $12,068-77.4% | $12,624-78.4% |