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 | $7,644 | $80,717-90.5% | $154,803-95.1% | $84,808-91.0% |
| Participation rate | 70.6% | 66.8%+3.8pp | 78.1%-7.5pp | 68.3%+2.3pp |
| Annual return | 22.79% | 37.96%-15.2pp | 58.88%-36.1pp | 40.90%-18.1pp |
| Employer contribution / active EE | $1,022 | $2,761-63.0% | $4,305-76.3% | $2,631-61.2% |
| Participant deferral / active EE | $2,053 | $3,303-37.9% | $5,540-62.9% | $4,212-51.3% |
| Admin fee / account holder | $543 | $6,746-91.9% | $14,329-96.2% | $7,344-92.6% |