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 4-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 | $9,970 | $80,717-87.6% | $154,803-93.6% | $84,808-88.2% |
| Participation rate | 87.5% | 66.8%+20.7pp | 78.1%+9.4pp | 68.3%+19.2pp |
| Annual return | 24.10% | 37.96%-13.9pp | 58.88%-34.8pp | 40.90%-16.8pp |
| Employer contribution / active EE | $494 | $2,761-82.1% | $4,305-88.5% | $2,631-81.2% |
| Participant deferral / active EE | $3,428 | $3,303+3.8% | $5,540-38.1% | $4,212-18.6% |
| Admin fee / account holder | $439 | $6,746-93.5% | $14,329-96.9% | $7,344-94.0% |