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 | $124,285 | $67,606+83.8% | $82,313+51.0% | $70,131+77.2% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.9%-2.8pp | 69.5%+4.5pp |
| Annual return | 18.91% | 21.57%-2.7pp | 25.88%-7.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $392 | $1,755-77.7% | $2,428-83.9% | $2,342-83.3% |
| Participant deferral / active EE | $4,006 | $2,987+34.1% | $3,706+8.1% | $3,332+20.2% |
| Admin fee / account holder | $814 | $4,512-82.0% | $5,608-85.5% | $4,645-82.5% |