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 3-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 | $8,805 | $54,705-83.9% | $71,209-87.6% | $84,808-89.6% |
| Participation rate | 90.6% | 64.1%+26.5pp | 73.8%+16.8pp | 68.3%+22.3pp |
| Annual return | 16.44% | 35.90%-19.5pp | 282.51%-266.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,415 | $2,158-34.4% | $2,721-48.0% | $2,631-46.2% |
| Participant deferral / active EE | $3,142 | $3,030+3.7% | $4,175-24.7% | $4,212-25.4% |
| Admin fee / account holder | $489 | $4,863-89.9% | $5,349-90.9% | $7,344-93.3% |