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 | $17,804 | $57,016-68.8% | $84,966-79.0% | $80,856-78.0% |
| Participation rate | 89.8% | 56.3%+33.4pp | 67.5%+22.3pp | 67.6%+22.2pp |
| Annual return | 11.28% | 21.66%-10.4pp | 66.38%-55.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $388 | $1,798-78.4% | $2,727-85.8% | $2,755-85.9% |
| Participant deferral / active EE | $1,546 | $3,110-50.3% | $4,519-65.8% | $4,296-64.0% |
| Admin fee / account holder | $745 | $4,980-85.0% | $6,149-87.9% | $6,918-89.2% |