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 | $29,577 | $84,233-64.9% | $170,442-82.6% | $70,131-57.8% |
| Participation rate | 92.7% | 70.8%+21.9pp | 83.6%+9.1pp | 69.5%+23.2pp |
| Annual return | 14.45% | 23.06%-8.6pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $813 | $3,387-76.0% | $5,433-85.0% | $2,342-65.3% |
| Participant deferral / active EE | $1,547 | $3,086-49.9% | $4,939-68.7% | $3,332-53.6% |
| Admin fee / account holder | $2,309 | $5,698-59.5% | $13,880-83.4% | $4,645-50.3% |