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 | $193,189 | $124,425+55.3% | $112,040+72.4% | $137,256+40.8% |
| Participation rate | 82.4% | 79.3%+3.0pp | 76.5%+5.9pp | 80.0%+2.4pp |
| Annual return | 11.78% | 24.72%-12.9pp | 24.52%-12.7pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,346 | $3,411-31.2% | $2,954-20.6% | $4,156-43.6% |
| Participant deferral / active EE | $5,028 | $5,718-12.1% | $5,098-1.4% | $6,407-21.5% |
| Admin fee / account holder | $32,871 | $15,207+116.2% | $12,098+171.7% | $12,270+167.9% |