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 | $13,428 | $80,717-83.4% | $154,803-91.3% | $84,808-84.2% |
| Participation rate | 87.3% | 66.8%+20.5pp | 78.1%+9.2pp | 68.3%+19.0pp |
| Annual return | 15.49% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $987 | $2,761-64.3% | $4,305-77.1% | $2,631-62.5% |
| Participant deferral / active EE | $2,675 | $3,303-19.0% | $5,540-51.7% | $4,212-36.5% |
| Admin fee / account holder | $1,396 | $6,746-79.3% | $14,329-90.3% | $7,344-81.0% |