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 6-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 | $8,005 | $80,717-90.1% | $154,803-94.8% | $84,808-90.6% |
| Participation rate | 85.3% | 66.8%+18.5pp | 78.1%+7.2pp | 68.3%+17.0pp |
| Annual return | 43.75% | 37.96%+5.8pp | 58.88%-15.1pp | 40.90%+2.9pp |
| Employer contribution / active EE | $465 | $2,761-83.1% | $4,305-89.2% | $2,631-82.3% |
| Participant deferral / active EE | $1,047 | $3,303-68.3% | $5,540-81.1% | $4,212-75.1% |
| Admin fee / account holder | $801 | $6,746-88.1% | $14,329-94.4% | $7,344-89.1% |