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 | $223,939 | $107,452+108.4% | $91,541+144.6% | $142,382+57.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.40% | 22.06%-6.7pp | 20.50%-5.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,362 | $2,994+12.3% | $2,505+34.2% | $4,299-21.8% |
| Participant deferral / active EE | $4,271 | $4,754-10.2% | $4,008+6.6% | $6,507-34.4% |
| Admin fee / account holder | $3,876 | $8,834-56.1% | $6,956-44.3% | $12,624-69.3% |