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 | $9,209 | $45,863-79.9% | $77,024-88.0% | $68,494-86.6% |
| Participation rate | 90.0% | 55.9%+34.1pp | 67.9%+22.1pp | 67.9%+22.1pp |
| Annual return | 5.58% | 1.72%+3.9pp | 42.32%-36.7pp | -7.84%+13.4pp |
| Employer contribution / active EE | $1,648 | $1,650-0.1% | $2,812-41.4% | $2,596-36.5% |
| Participant deferral / active EE | $3,560 | $2,962+20.2% | $4,426-19.6% | $4,027-11.6% |
| Admin fee / account holder | $1,249 | $3,041-58.9% | $5,425-77.0% | $5,403-76.9% |