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 | $9,548 | $76,407-87.5% | $150,298-93.6% | $82,448-88.4% |
| Participation rate | 80.6% | 66.4%+14.2pp | 77.8%+2.8pp | 68.1%+12.5pp |
| Annual return | 17.48% | 39.99%-22.5pp | 62.79%-45.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $471 | $2,614-82.0% | $4,154-88.7% | $2,551-81.5% |
| Participant deferral / active EE | $1,673 | $3,214-47.9% | $5,453-69.3% | $4,139-59.6% |
| Admin fee / account holder | $700 | $6,352-89.0% | $14,116-95.0% | $7,234-90.3% |