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 | $133,226 | $93,346+42.7% | $71,796+85.6% | $273,961-51.4% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 7.64% | 130.39%-122.7pp | 78.04%-70.4pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,135 | $2,733-58.5% | $1,924-41.0% | $4,869-76.7% |
| Participant deferral / active EE | $2,327 | $3,475-33.1% | $2,794-16.7% | $5,287-56.0% |
| Admin fee / account holder | $1,145 | $6,571-82.6% | $4,815-76.2% | $10,132-88.7% |