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 | $203,036 | $154,117+31.7% | $129,995+56.2% | $139,434+45.6% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 18.58% | 32.48%-13.9pp | -137.18%+155.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,116 | $5,289-41.1% | $4,320-27.9% | $4,751-34.4% |
| Participant deferral / active EE | $7,304 | $6,710+8.8% | $5,820+25.5% | $6,710+8.8% |
| Admin fee / account holder | $2,925 | $14,007-79.1% | $10,614-72.4% | $11,403-74.4% |