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 | $219,204 | $106,515+105.8% | $96,683+126.7% | $139,434+57.2% |
| Participation rate | 78.3% | 77.8%+0.4pp | 74.3%+3.9pp | 80.3%-2.1pp |
| Annual return | 16.81% | 38.43%-21.6pp | 35.69%-18.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,677 | $4,103-10.4% | $3,737-1.6% | $4,751-22.6% |
| Participant deferral / active EE | $6,560 | $5,454+20.3% | $4,878+34.5% | $6,710-2.2% |
| Admin fee / account holder | $2,287 | $7,877-71.0% | $6,730-66.0% | $11,403-79.9% |