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 | $8,385 | $80,717-89.6% | $154,803-94.6% | $84,808-90.1% |
| Participation rate | 73.0% | 66.8%+6.2pp | 78.1%-5.1pp | 68.3%+4.7pp |
| Annual return | 19.37% | 37.96%-18.6pp | 58.88%-39.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $919 | $2,761-66.7% | $4,305-78.7% | $2,631-65.1% |
| Participant deferral / active EE | $1,358 | $3,303-58.9% | $5,540-75.5% | $4,212-67.8% |
| Admin fee / account holder | $966 | $6,746-85.7% | $14,329-93.3% | $7,344-86.8% |