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 | $7,977 | $80,717-90.1% | $154,803-94.8% | $84,808-90.6% |
| Participation rate | 78.7% | 66.8%+11.9pp | 78.1%+0.6pp | 68.3%+10.4pp |
| Annual return | 16.93% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $812 | $2,761-70.6% | $4,305-81.1% | $2,631-69.1% |
| Participant deferral / active EE | $1,543 | $3,303-53.3% | $5,540-72.1% | $4,212-63.4% |
| Admin fee / account holder | $2,354 | $6,746-65.1% | $14,329-83.6% | $7,344-67.9% |