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 | $22,796 | $80,717-71.8% | $154,803-85.3% | $84,808-73.1% |
| Participation rate | 98.4% | 66.8%+31.5pp | 78.1%+20.3pp | 68.3%+30.0pp |
| Annual return | 18.90% | 37.96%-19.1pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $637 | $2,761-76.9% | $4,305-85.2% | $2,631-75.8% |
| Participant deferral / active EE | $3,448 | $3,303+4.4% | $5,540-37.8% | $4,212-18.1% |
| Admin fee / account holder | $2,212 | $6,746-67.2% | $14,329-84.6% | $7,344-69.9% |