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 7-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 | $7,173 | $76,407-90.6% | $150,298-95.2% | $82,448-91.3% |
| Participation rate | 86.2% | 66.4%+19.8pp | 77.8%+8.4pp | 68.1%+18.1pp |
| Annual return | 13.88% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $420 | $2,614-84.0% | $4,154-89.9% | $2,551-83.6% |
| Participant deferral / active EE | $1,354 | $3,214-57.9% | $5,453-75.2% | $4,139-67.3% |
| Admin fee / account holder | $334 | $6,352-94.7% | $14,116-97.6% | $7,234-95.4% |