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 | $249,222 | $106,584+133.8% | $101,326+146.0% | $142,382+75.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 16.66% | 36.93%-20.3pp | 36.82%-20.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $794 | $3,956-79.9% | $3,665-78.3% | $4,299-81.5% |
| Participant deferral / active EE | $7,843 | $8,297-5.5% | $7,994-1.9% | $6,507+20.5% |
| Admin fee / account holder | $4,092 | $11,446-64.2% | $11,185-63.4% | $12,624-67.6% |