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 7-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 | $10,238 | $80,717-87.3% | $154,803-93.4% | $84,808-87.9% |
| Participation rate | 95.3% | 66.8%+28.5pp | 78.1%+17.3pp | 68.3%+27.0pp |
| Annual return | 21.18% | 37.96%-16.8pp | 58.88%-37.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $913 | $2,761-66.9% | $4,305-78.8% | $2,631-65.3% |
| Participant deferral / active EE | $3,598 | $3,303+8.9% | $5,540-35.1% | $4,212-14.6% |
| Admin fee / account holder | $1,054 | $6,746-84.4% | $14,329-92.6% | $7,344-85.6% |