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 | $17,602 | $80,717-78.2% | $154,803-88.6% | $84,808-79.2% |
| Participation rate | 87.1% | 66.8%+20.3pp | 78.1%+9.0pp | 68.3%+18.8pp |
| Annual return | 16.65% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $734 | $2,761-73.4% | $4,305-83.0% | $2,631-72.1% |
| Participant deferral / active EE | $2,393 | $3,303-27.6% | $5,540-56.8% | $4,212-43.2% |
| Admin fee / account holder | $464 | $6,746-93.1% | $14,329-96.8% | $7,344-93.7% |