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 | $21,926 | $80,717-72.8% | $154,803-85.8% | $84,808-74.1% |
| Participation rate | 81.4% | 66.8%+14.6pp | 78.1%+3.3pp | 68.3%+13.1pp |
| Annual return | 14.19% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $925 | $2,761-66.5% | $4,305-78.5% | $2,631-64.9% |
| Participant deferral / active EE | $2,918 | $3,303-11.7% | $5,540-47.3% | $4,212-30.7% |
| Admin fee / account holder | $499 | $6,746-92.6% | $14,329-96.5% | $7,344-93.2% |