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 | $27,876 | $80,717-65.5% | $154,803-82.0% | $84,808-67.1% |
| Participation rate | 97.8% | 66.8%+31.0pp | 78.1%+19.7pp | 68.3%+29.5pp |
| Annual return | 17.07% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $517 | $2,761-81.3% | $4,305-88.0% | $2,631-80.3% |
| Participant deferral / active EE | $1,391 | $3,303-57.9% | $5,540-74.9% | $4,212-67.0% |
| Admin fee / account holder | $353 | $6,746-94.8% | $14,329-97.5% | $7,344-95.2% |