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 | $6,719 | $76,407-91.2% | $150,298-95.5% | $82,448-91.9% |
| Participation rate | 88.5% | 66.4%+22.1pp | 77.8%+10.7pp | 68.1%+20.4pp |
| Annual return | 13.88% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $522 | $2,614-80.0% | $4,154-87.4% | $2,551-79.5% |
| Participant deferral / active EE | $1,185 | $3,214-63.1% | $5,453-78.3% | $4,139-71.4% |
| Admin fee / account holder | $1,543 | $6,352-75.7% | $14,116-89.1% | $7,234-78.7% |