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 | $19,690 | $77,899-74.7% | $149,673-86.8% | $75,163-73.8% |
| Participation rate | 84.6% | 65.6%+19.0pp | 78.8%+5.8pp | 67.2%+17.4pp |
| Annual return | 21.41% | 31.72%-10.3pp | 134.42%-113.0pp | 160.62%-139.2pp |
| Employer contribution / active EE | $867 | $3,137-72.4% | $4,818-82.0% | $2,670-67.5% |
| Participant deferral / active EE | $3,621 | $3,411+6.2% | $5,680-36.3% | $4,125-12.2% |
| Admin fee / account holder | $413 | $5,956-93.1% | $13,210-96.9% | $5,651-92.7% |