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 | $32,674 | $80,717-59.5% | $154,803-78.9% | $84,808-61.5% |
| Participation rate | 89.8% | 66.8%+23.0pp | 78.1%+11.7pp | 68.3%+21.5pp |
| Annual return | 16.22% | 37.96%-21.7pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $543 | $2,761-80.3% | $4,305-87.4% | $2,631-79.4% |
| Participant deferral / active EE | $1,488 | $3,303-54.9% | $5,540-73.1% | $4,212-64.7% |
| Admin fee / account holder | $947 | $6,746-86.0% | $14,329-93.4% | $7,344-87.1% |