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 | $8,560 | $76,407-88.8% | $150,298-94.3% | $82,448-89.6% |
| Participation rate | 80.2% | 66.4%+13.8pp | 77.8%+2.5pp | 68.1%+12.2pp |
| Annual return | 14.71% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $698 | $2,614-73.3% | $4,154-83.2% | $2,551-72.6% |
| Participant deferral / active EE | $1,052 | $3,214-67.3% | $5,453-80.7% | $4,139-74.6% |
| Admin fee / account holder | $662 | $6,352-89.6% | $14,116-95.3% | $7,234-90.8% |