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 5-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 | $9,755 | $81,248-88.0% | $155,509-93.7% | $80,856-87.9% |
| Participation rate | 95.0% | 66.2%+28.8pp | 78.2%+16.8pp | 67.6%+27.4pp |
| Annual return | 13.16% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,745 | $3,100-43.7% | $4,672-62.7% | $2,755-36.7% |
| Participant deferral / active EE | $3,571 | $3,452+3.5% | $5,626-36.5% | $4,296-16.9% |
| Admin fee / account holder | $482 | $7,997-94.0% | $15,912-97.0% | $6,918-93.0% |