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 | $7,210 | $60,022-88.0% | $88,946-91.9% | $84,808-91.5% |
| Participation rate | 96.2% | 57.8%+38.3pp | 68.8%+27.3pp | 68.3%+27.8pp |
| Annual return | 13.90% | 22.43%-8.5pp | 57.82%-43.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $995 | $1,703-41.6% | $2,555-61.1% | $2,631-62.2% |
| Participant deferral / active EE | $1,718 | $3,114-44.8% | $4,581-62.5% | $4,212-59.2% |
| Admin fee / account holder | $1,583 | $4,811-67.1% | $8,261-80.8% | $7,344-78.4% |