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 | $8,693 | $76,407-88.6% | $150,298-94.2% | $82,448-89.5% |
| Participation rate | 72.5% | 66.4%+6.1pp | 77.8%-5.3pp | 68.1%+4.4pp |
| Annual return | 22.17% | 39.99%-17.8pp | 62.79%-40.6pp | 41.64%-19.5pp |
| Employer contribution / active EE | $764 | $2,614-70.8% | $4,154-81.6% | $2,551-70.1% |
| Participant deferral / active EE | $1,557 | $3,214-51.6% | $5,453-71.4% | $4,139-62.4% |
| Admin fee / account holder | $348 | $6,352-94.5% | $14,116-97.5% | $7,234-95.2% |