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 | $223,867 | $161,352+38.7% | $134,172+66.9% | $137,256+63.1% |
| Participation rate | 90.9% | 78.3%+12.6pp | 72.5%+18.4pp | 80.0%+10.9pp |
| Annual return | 11.73% | 28.72%-17.0pp | 25.30%-13.6pp | 220.34%-208.6pp |
| Employer contribution / active EE | $3,331 | $4,099-18.7% | $3,420-2.6% | $4,156-19.8% |
| Participant deferral / active EE | $4,616 | $5,552-16.9% | $4,690-1.6% | $6,407-28.0% |
| Admin fee / account holder | $1,564 | $15,028-89.6% | $12,016-87.0% | $12,270-87.3% |