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 | $80,717-89.4% | $154,803-94.5% | $84,808-89.9% |
| Participation rate | 80.2% | 66.8%+13.4pp | 78.1%+2.2pp | 68.3%+11.9pp |
| Annual return | 14.71% | 37.96%-23.2pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $698 | $2,761-74.7% | $4,305-83.8% | $2,631-73.5% |
| Participant deferral / active EE | $1,052 | $3,303-68.2% | $5,540-81.0% | $4,212-75.0% |
| Admin fee / account holder | $662 | $6,746-90.2% | $14,329-95.4% | $7,344-91.0% |