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 5-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 | $10,699 | $46,553-77.0% | $64,056-83.3% | $75,163-85.8% |
| Participation rate | 83.3% | 65.9%+17.4pp | 72.3%+11.0pp | 67.2%+16.1pp |
| Annual return | 16.09% | 26.03%-9.9pp | 33.69%-17.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $921 | $1,974-53.3% | $2,747-66.5% | $2,670-65.5% |
| Participant deferral / active EE | $2,043 | $2,837-28.0% | $3,880-47.3% | $4,125-50.5% |
| Admin fee / account holder | $587 | $2,952-80.1% | $3,068-80.9% | $5,651-89.6% |