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 | $225,811 | $100,970+123.6% | $96,576+133.8% | $137,256+64.5% |
| Participation rate | 81.8% | 82.6%-0.8pp | 81.4%+0.4pp | 80.0%+1.9pp |
| Annual return | 13.14% | 38.16%-25.0pp | 38.47%-25.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,365 | $3,809-11.7% | $3,553-5.3% | $4,156-19.0% |
| Participant deferral / active EE | $9,612 | $8,286+16.0% | $7,956+20.8% | $6,407+50.0% |
| Admin fee / account holder | $618 | $11,312-94.5% | $11,381-94.6% | $12,270-95.0% |