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 | $123,235 | $96,557+27.6% | $80,975+52.2% | $273,961-55.0% |
| Participation rate | 85.7% | 79.1%+6.6pp | 75.8%+9.9pp | 83.0%+2.7pp |
| Annual return | 5.34% | 15.14%-9.8pp | 17.10%-11.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $837 | $4,868-82.8% | $3,714-77.5% | $4,869-82.8% |
| Participant deferral / active EE | $2,749 | $6,598-58.3% | $5,696-51.7% | $5,287-48.0% |
| Admin fee / account holder | $8,210 | $7,492+9.6% | $5,516+48.9% | $10,132-19.0% |