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 | $7,243 | $95,266-92.4% | $82,389-91.2% | $142,382-94.9% |
| Participation rate | 73.9% | 74.5%-0.6pp | 69.5%+4.4pp | 80.1%-6.2pp |
| Annual return | 15.53% | 25.74%-10.2pp | 28.67%-13.1pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,015 | $2,991-66.1% | $2,517-59.7% | $4,299-76.4% |
| Participant deferral / active EE | $2,081 | $4,809-56.7% | $4,155-49.9% | $6,507-68.0% |
| Admin fee / account holder | $1,951 | $8,563-77.2% | $7,231-73.0% | $12,624-84.5% |