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 | $106,584+106.6% | $101,326+117.3% | $142,382+54.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 17.88% | 36.93%-19.1pp | 36.82%-18.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,386 | $3,956-65.0% | $3,665-62.2% | $4,299-67.8% |
| Participant deferral / active EE | $8,513 | $8,297+2.6% | $7,994+6.5% | $6,507+30.8% |
| Admin fee / account holder | $555 | $11,446-95.2% | $11,185-95.0% | $12,624-95.6% |