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 | $170,359 | $209,336-18.6% | $197,124-13.6% | $137,256+24.1% |
| Participation rate | 93.8% | 87.3%+6.4pp | 86.7%+7.0pp | 80.0%+13.8pp |
| Annual return | 13.01% | 48.09%-35.1pp | 44.34%-31.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,073 | $6,591-53.4% | $6,227-50.7% | $4,156-26.1% |
| Participant deferral / active EE | $7,065 | $9,614-26.5% | $9,135-22.7% | $6,407+10.3% |
| Admin fee / account holder | $16,619 | $17,308-4.0% | $16,298+2.0% | $12,270+35.4% |