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 | $23,057 | $56,054-58.9% | $171,082-86.5% | $62,891-63.3% |
| Participation rate | 82.5% | 62.9%+19.6pp | 76.7%+5.8pp | 69.3%+13.2pp |
| Annual return | 8.40% | 22.52%-14.1pp | 32.56%-24.2pp | 20.14%-11.7pp |
| Employer contribution / active EE | $731 | $1,731-57.7% | $4,002-81.7% | $2,281-67.9% |
| Participant deferral / active EE | $3,218 | $3,158+1.9% | $4,797-32.9% | $3,203+0.5% |
| Admin fee / account holder | $436 | $3,647-88.0% | $8,520-94.9% | $4,296-89.8% |