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 | $6,870 | $76,407-91.0% | $150,298-95.4% | $82,448-91.7% |
| Participation rate | 92.3% | 66.4%+25.9pp | 77.8%+14.5pp | 68.1%+24.2pp |
| Annual return | 19.84% | 39.99%-20.2pp | 62.79%-42.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $956 | $2,614-63.4% | $4,154-77.0% | $2,551-62.5% |
| Participant deferral / active EE | $1,525 | $3,214-52.5% | $5,453-72.0% | $4,139-63.1% |
| Admin fee / account holder | $589 | $6,352-90.7% | $14,116-95.8% | $7,234-91.9% |