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 | $7,588 | $51,638-85.3% | $68,368-88.9% | $82,448-90.8% |
| Participation rate | 75.0% | 63.6%+11.4pp | 73.8%+1.2pp | 68.1%+6.9pp |
| Annual return | 19.20% | 37.53%-18.3pp | 292.57%-273.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,289 | $2,047-37.0% | $2,649-51.3% | $2,551-49.5% |
| Participant deferral / active EE | $1,938 | $2,914-33.5% | $4,123-53.0% | $4,139-53.2% |
| Admin fee / account holder | $782 | $4,643-83.2% | $5,150-84.8% | $7,234-89.2% |