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 | $132,772 | $87,841+51.2% | $133,980-0.9% | $62,891+111.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 87.1%-12.1pp | 69.3%+5.7pp |
| Annual return | 9.59% | 12.05%-2.5pp | 29.30%-19.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,135 | $3,483-38.7% | $5,211-59.0% | $2,281-6.4% |
| Participant deferral / active EE | $5,964 | $4,812+23.9% | $6,282-5.1% | $3,203+86.2% |
| Admin fee / account holder | $606 | $5,371-88.7% | $9,324-93.5% | $4,296-85.9% |