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 | $21,890 | $72,277-69.7% | $101,248-78.4% | $79,858-72.6% |
| Participation rate | 84.4% | 68.5%+15.9pp | 75.8%+8.6pp | 69.6%+14.7pp |
| Annual return | 12.77% | 22.30%-9.5pp | 46.47%-33.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $880 | $2,692-67.3% | $3,660-76.0% | $2,471-64.4% |
| Participant deferral / active EE | $3,856 | $3,282+17.5% | $4,370-11.8% | $3,740+3.1% |
| Admin fee / account holder | $694 | $4,400-84.2% | $5,945-88.3% | $5,306-86.9% |