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 8-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 | $10,410 | $80,717-87.1% | $154,803-93.3% | $84,808-87.7% |
| Participation rate | 98.5% | 66.8%+31.7pp | 78.1%+20.4pp | 68.3%+30.2pp |
| Annual return | 17.41% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $967 | $2,761-65.0% | $4,305-77.5% | $2,631-63.2% |
| Participant deferral / active EE | $2,101 | $3,303-36.4% | $5,540-62.1% | $4,212-50.1% |
| Admin fee / account holder | $462 | $6,746-93.2% | $14,329-96.8% | $7,344-93.7% |