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 | $125,216 | $76,552+63.6% | $123,892+1.1% | $62,891+99.1% |
| Participation rate | 85.3% | 73.0%+12.3pp | 81.4%+3.9pp | 69.3%+16.0pp |
| Annual return | 8.76% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $908 | $2,883-68.5% | $4,617-80.3% | $2,281-60.2% |
| Participant deferral / active EE | $7,219 | $4,840+49.1% | $5,984+20.6% | $3,203+125.4% |
| Admin fee / account holder | $509 | $4,826-89.5% | $8,357-93.9% | $4,296-88.2% |