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 4-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 | $7,229 | $69,207-89.6% | $64,056-88.7% | $139,434-94.8% |
| Participation rate | 70.6% | 75.6%-5.0pp | 72.3%-1.7pp | 80.3%-9.7pp |
| Annual return | 36.65% | 45.88%-9.2pp | 33.69%+3.0pp | 372.94%-336.3pp |
| Employer contribution / active EE | $908 | $3,182-71.5% | $2,747-67.0% | $4,751-80.9% |
| Participant deferral / active EE | $1,389 | $4,682-70.3% | $3,880-64.2% | $6,710-79.3% |
| Admin fee / account holder | $396 | $4,244-90.7% | $3,068-87.1% | $11,403-96.5% |