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 | $129,121 | $99,341+30.0% | $84,750+52.4% | $273,961-52.9% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 9.14% | 22.93%-13.8pp | 22.78%-13.6pp | 41.45%-32.3pp |
| Employer contribution / active EE | $908 | $4,214-78.4% | $3,574-74.6% | $4,869-81.3% |
| Participant deferral / active EE | $3,764 | $4,269-11.8% | $3,712+1.4% | $5,287-28.8% |
| Admin fee / account holder | $675 | $6,644-89.8% | $5,332-87.3% | $10,132-93.3% |