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 | $21,678 | $65,395-66.9% | $182,532-88.1% | $72,985-70.3% |
| Participation rate | 93.2% | 65.4%+27.8pp | 78.0%+15.2pp | 69.5%+23.7pp |
| Annual return | 21.56% | 27.68%-6.1pp | 148.54%-127.0pp | 81.00%-59.4pp |
| Employer contribution / active EE | $606 | $1,911-68.3% | $4,076-85.1% | $2,440-75.2% |
| Participant deferral / active EE | $3,226 | $3,563-9.5% | $5,524-41.6% | $3,607-10.6% |
| Admin fee / account holder | $533 | $4,245-87.4% | $8,592-93.8% | $5,124-89.6% |