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 | $129,025 | $90,503+42.6% | $78,689+64.0% | $273,961-52.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 7.93% | 75.60%-67.7pp | 62.18%-54.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $983 | $3,176-69.0% | $2,851-65.5% | $4,869-79.8% |
| Participant deferral / active EE | $3,682 | $3,901-5.6% | $3,517+4.7% | $5,287-30.4% |
| Admin fee / account holder | $714 | $5,263-86.4% | $4,510-84.2% | $10,132-93.0% |