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 6-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 | $12,313 | $57,590-78.6% | $86,233-85.7% | $82,448-85.1% |
| Participation rate | 87.1% | 57.9%+29.2pp | 69.0%+18.1pp | 68.1%+19.0pp |
| Annual return | 22.75% | 22.41%+0.3pp | 61.39%-38.6pp | 41.64%-18.9pp |
| Employer contribution / active EE | $773 | $1,655-53.3% | $2,504-69.1% | $2,551-69.7% |
| Participant deferral / active EE | $2,464 | $3,080-20.0% | $4,559-46.0% | $4,139-40.5% |
| Admin fee / account holder | $731 | $4,730-84.5% | $8,342-91.2% | $7,234-89.9% |