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 | $19,325 | $53,777-64.1% | $134,143-85.6% | $79,858-75.8% |
| Participation rate | 72.7% | 58.8%+14.0pp | 72.2%+0.6pp | 69.6%+3.1pp |
| Annual return | 12.95% | 19.01%-6.1pp | 36.33%-23.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $716 | $1,321-45.8% | $3,704-80.7% | $2,471-71.0% |
| Participant deferral / active EE | $1,199 | $2,420-50.4% | $3,499-65.7% | $3,740-67.9% |
| Admin fee / account holder | $304 | $3,984-92.4% | $6,684-95.5% | $5,306-94.3% |