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 | $220,194 | $100,970+118.1% | $96,576+128.0% | $137,256+60.4% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 17.88% | 38.16%-20.3pp | 38.47%-20.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,386 | $3,809-63.6% | $3,553-61.0% | $4,156-66.7% |
| Participant deferral / active EE | $8,513 | $8,286+2.7% | $7,956+7.0% | $6,407+32.9% |
| Admin fee / account holder | $555 | $11,312-95.1% | $11,381-95.1% | $12,270-95.5% |