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 | $222,611 | $124,425+78.9% | $112,040+98.7% | $137,256+62.2% |
| Participation rate | 86.7% | 79.3%+7.4pp | 76.5%+10.2pp | 80.0%+6.7pp |
| Annual return | 15.08% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,863 | $3,411-45.4% | $2,954-36.9% | $4,156-55.2% |
| Participant deferral / active EE | $4,513 | $5,718-21.1% | $5,098-11.5% | $6,407-29.6% |
| Admin fee / account holder | $12,094 | $15,207-20.5% | $12,0980% | $12,270-1.4% |