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 6-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 | $152,618 | $100,970+51.2% | $96,576+58.0% | $137,256+11.2% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 18.15% | 38.16%-20.0pp | 38.47%-20.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $4,840 | $3,809+27.1% | $3,553+36.2% | $4,156+16.5% |
| Participant deferral / active EE | $8,025 | $8,286-3.2% | $7,956+0.9% | $6,407+25.3% |
| Admin fee / account holder | $1,640 | $11,312-85.5% | $11,381-85.6% | $12,270-86.6% |