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 | $80,717-88.2% | $154,803-93.8% | $84,808-88.7% |
| Participation rate | 80.6% | 66.8%+13.7pp | 78.1%+2.5pp | 68.3%+12.2pp |
| Annual return | 17.48% | 37.96%-20.5pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $471 | $2,761-82.9% | $4,305-89.1% | $2,631-82.1% |
| Participant deferral / active EE | $1,673 | $3,303-49.3% | $5,540-69.8% | $4,212-60.3% |
| Admin fee / account holder | $700 | $6,746-89.6% | $14,329-95.1% | $7,344-90.5% |