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 | $11,049 | $81,233-86.4% | $155,567-92.9% | $80,874-86.3% |
| Participation rate | 81.0% | 66.2%+14.7pp | 78.2%+2.8pp | 67.6%+13.3pp |
| Annual return | 17.79% | 33.33%-15.5pp | 64.74%-46.9pp | 35.62%-17.8pp |
| Employer contribution / active EE | $675 | $3,101-78.2% | $4,674-85.6% | $2,756-75.5% |
| Participant deferral / active EE | $1,678 | $3,452-51.4% | $5,628-70.2% | $4,297-61.0% |
| Admin fee / account holder | $1,226 | $7,998-84.7% | $15,916-92.3% | $6,935-82.3% |