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 | $130,229 | $153,311-15.1% | $109,313+19.1% | $273,961-52.5% |
| Participation rate | 85.7% | 80.1%+5.6pp | 71.3%+14.4pp | 83.0%+2.7pp |
| Annual return | 6.78% | 29.86%-23.1pp | 22.07%-15.3pp | 41.45%-34.7pp |
| Employer contribution / active EE | $750 | $5,619-86.7% | $3,892-80.7% | $4,869-84.6% |
| Participant deferral / active EE | $937 | $3,932-76.2% | $3,166-70.4% | $5,287-82.3% |
| Admin fee / account holder | $798 | $8,076-90.1% | $5,666-85.9% | $10,132-92.1% |