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 | $7,104 | $25,014-71.6% | $69,647-89.8% | $80,856-91.2% |
| Participation rate | 72.8% | 64.2%+8.6pp | 66.5%+6.4pp | 67.6%+5.2pp |
| Annual return | 27.49% | 19.07%+8.4pp | 100.48%-73.0pp | 35.59%-8.1pp |
| Employer contribution / active EE | $979 | $993-1.4% | $1,712-42.8% | $2,755-64.5% |
| Participant deferral / active EE | $2,691 | $1,839+46.3% | $2,886-6.8% | $4,296-37.4% |
| Admin fee / account holder | $1,596 | $2,488-35.8% | $4,713-66.1% | $6,918-76.9% |