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 9-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 | $13,069 | $54,762-76.1% | $90,281-85.5% | $72,985-82.1% |
| Participation rate | 88.2% | 65.1%+23.1pp | 73.3%+15.0pp | 69.5%+18.7pp |
| Annual return | 29.31% | 30.63%-1.3pp | 78.10%-48.8pp | 81.00%-51.7pp |
| Employer contribution / active EE | $721 | $2,092-65.5% | $2,854-74.7% | $2,440-70.5% |
| Participant deferral / active EE | $6,126 | $2,887+112.2% | $3,885+57.7% | $3,607+69.8% |
| Admin fee / account holder | $556 | $3,972-86.0% | $5,351-89.6% | $5,124-89.1% |