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 8-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 | $10,074 | $60,022-83.2% | $88,946-88.7% | $84,808-88.1% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 30.56% | 22.43%+8.1pp | 57.82%-27.3pp | 40.90%-10.3pp |
| Employer contribution / active EE | $714 | $1,703-58.1% | $2,555-72.1% | $2,631-72.9% |
| Participant deferral / active EE | $1,434 | $3,114-54.0% | $4,581-68.7% | $4,212-66.0% |
| Admin fee / account holder | $979 | $4,811-79.7% | $8,261-88.2% | $7,344-86.7% |