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 | $22,073 | $81,248-72.8% | $155,509-85.8% | $80,856-72.7% |
| Participation rate | 92.2% | 66.2%+25.9pp | 78.2%+14.0pp | 67.6%+24.5pp |
| Annual return | 12.62% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $726 | $3,100-76.6% | $4,672-84.5% | $2,755-73.7% |
| Participant deferral / active EE | $1,866 | $3,452-46.0% | $5,626-66.8% | $4,296-56.6% |
| Admin fee / account holder | $1,734 | $7,997-78.3% | $15,912-89.1% | $6,918-74.9% |