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 | $12,313 | $60,022-79.5% | $88,946-86.2% | $84,808-85.5% |
| Participation rate | 87.1% | 57.8%+29.3pp | 68.8%+18.2pp | 68.3%+18.8pp |
| Annual return | 22.75% | 22.43%+0.3pp | 57.82%-35.1pp | 40.90%-18.1pp |
| Employer contribution / active EE | $773 | $1,703-54.6% | $2,555-69.8% | $2,631-70.6% |
| Participant deferral / active EE | $2,464 | $3,114-20.9% | $4,581-46.2% | $4,212-41.5% |
| Admin fee / account holder | $731 | $4,811-84.8% | $8,261-91.1% | $7,344-90.0% |