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 | $20,991 | $80,717-74.0% | $154,803-86.4% | $84,808-75.2% |
| Participation rate | 83.1% | 66.8%+16.3pp | 78.1%+5.1pp | 68.3%+14.8pp |
| Annual return | 15.27% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $438 | $2,761-84.2% | $4,305-89.8% | $2,631-83.4% |
| Participant deferral / active EE | $2,161 | $3,303-34.6% | $5,540-61.0% | $4,212-48.7% |
| Admin fee / account holder | $1,107 | $6,746-83.6% | $14,329-92.3% | $7,344-84.9% |