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 | $80,717-91.1% | $154,803-95.4% | $84,808-91.5% |
| Participation rate | 86.2% | 66.8%+19.4pp | 78.1%+8.1pp | 68.3%+17.9pp |
| Annual return | 13.88% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $420 | $2,761-84.8% | $4,305-90.3% | $2,631-84.1% |
| Participant deferral / active EE | $1,354 | $3,303-59.0% | $5,540-75.6% | $4,212-67.9% |
| Admin fee / account holder | $334 | $6,746-95.0% | $14,329-97.7% | $7,344-95.4% |