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 | $20,246 | $60,022-66.3% | $88,946-77.2% | $84,808-76.1% |
| Participation rate | 90.6% | 57.8%+32.7pp | 68.8%+21.7pp | 68.3%+22.3pp |
| Annual return | 14.28% | 22.43%-8.2pp | 57.82%-43.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $307 | $1,703-82.0% | $2,555-88.0% | $2,631-88.3% |
| Participant deferral / active EE | $1,407 | $3,114-54.8% | $4,581-69.3% | $4,212-66.6% |
| Admin fee / account holder | $678 | $4,811-85.9% | $8,261-91.8% | $7,344-90.8% |