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 | $205,004 | $127,065+61.3% | $113,168+81.2% | $142,382+44.0% |
| Participation rate | 93.8% | 79.2%+14.5pp | 76.6%+17.2pp | 80.1%+13.6pp |
| Annual return | 10.65% | 24.03%-13.4pp | 24.27%-13.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,506 | $3,442-27.2% | $2,975-15.8% | $4,299-41.7% |
| Participant deferral / active EE | $10,098 | $5,716+76.6% | $5,107+97.7% | $6,507+55.2% |
| Admin fee / account holder | $5,930 | $15,736-62.3% | $12,068-50.9% | $12,624-53.0% |