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 | $29,860 | $76,407-60.9% | $150,298-80.1% | $82,448-63.8% |
| Participation rate | 96.3% | 66.4%+29.9pp | 77.8%+18.5pp | 68.1%+28.2pp |
| Annual return | 16.72% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $436 | $2,614-83.3% | $4,154-89.5% | $2,551-82.9% |
| Participant deferral / active EE | $2,925 | $3,214-9.0% | $5,453-46.4% | $4,139-29.3% |
| Admin fee / account holder | $662 | $6,352-89.6% | $14,116-95.3% | $7,234-90.8% |